Civic Intelligence

The Wortham Foundation Inc

990PF • Fiscal year 2015 • EIN 74-1334356

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 24, 2016

Organization Profile
2727 Allen Parkway Ste 1570Houston, TX 77019-2167

(713) 526-8849

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

9th percentile

$30,258

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

58th percentile

3.3%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-5.5%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$210,940,901

Up $6,700,853 (+3.3%) from 2014

Net Assets

Up

$210,770,847

Up $6,537,109 (+3.2%) from 2014

Liabilities

Up

$170,054

Up $163,744 (+2595%) from 2014

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin86th percentile

Revenue

Down

$19,392,885

Down $1,132,345 (-5.5%) from 2014

Expenses

Down

$12,855,776

Down $1,623,754 (-11%) from 2014

Net Income

Up

$6,537,109

Up $491,409 (+8.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300M$200M$100M$0-$100MAssets 2011: $198,593,070Liabilities 2011: $1,2962011Assets 2012: $196,402,207Liabilities 2012: $02012Assets 2013: $198,199,406Liabilities 2013: $11,368Net Assets 2013: $198,188,0382013Assets 2014: $204,240,048Liabilities 2014: $6,310Net Assets 2014: $204,233,7382014Assets 2015: $210,940,901Liabilities 2015: $170,054Net Assets 2015: $210,770,8472015Assets 2016: $215,668,318Liabilities 2016: -$3,587Net Assets 2016: $215,671,9052016Assets 2017: $219,341,144Liabilities 2017: -$1,518Net Assets 2017: $219,341,1442017Assets 2018: $224,168,515Liabilities 2018: $2,768Net Assets 2018: $224,165,7472018Assets 2019: $226,515,208Liabilities 2019: $0Net Assets 2019: $226,515,2082019Assets 2020: $225,438,184Liabilities 2020: $0Net Assets 2020: $225,438,1842020Assets 2021: $229,365,666Liabilities 2021: $0Net Assets 2021: $229,365,6662021Assets 2022: $245,124,483Liabilities 2022: $0Net Assets 2022: $245,124,4832022Assets 2023: $242,390,216Liabilities 2023: $265,685Net Assets 2023: $242,124,5312023Assets 2024: $252,581,069Liabilities 2024: $0Net Assets 2024: $252,581,0692024

Highlighted filing

2015

Assets$210,940,901
Liabilities$170,054
Net Assets$210,770,847
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,405,556Expenses 2011: $11,243,715Net Income 2011: -$4,838,1592011Revenue 2012: $9,169,589Expenses 2012: $11,359,156Net Income 2012: -$2,189,5672012Expenses 2013: $11,939,6202013Revenue 2014: $20,525,230Expenses 2014: $14,479,530Net Income 2014: $6,045,7002014Revenue 2015: $19,392,885Expenses 2015: $12,855,776Net Income 2015: $6,537,1092015Revenue 2016: $17,886,077Expenses 2016: $12,985,017Net Income 2016: $4,901,0602016Revenue 2017: $13,874,048Expenses 2017: $10,203,540Net Income 2017: $3,670,5082017Revenue 2018: $17,996,309Expenses 2018: $13,173,224Net Income 2018: $4,823,0852018Revenue 2019: $15,230,771Expenses 2019: $12,877,687Net Income 2019: $2,353,0842019Revenue 2020: $12,013,766Expenses 2020: $12,760,816Net Income 2020: -$747,0502020Revenue 2021: $18,625,476Expenses 2021: $14,694,406Net Income 2021: $3,931,0702021Revenue 2022: $30,146,606Expenses 2022: $14,383,290Net Income 2022: $15,763,3162022Revenue 2023: $10,138,659Expenses 2023: $13,135,006Net Income 2023: -$2,996,3472023Revenue 2024: $13,678,799Expenses 2024: $3,675,921Net Income 2024: $10,002,8782024

Highlighted filing

2015

Revenue$19,392,885
Expenses$12,855,776
Net Income$6,537,109
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 24, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED C BURNSSecretary TreasurerPT$30,258-$30,258
R W WORTHAM IIIPresident Asst TreasurerPT$30,258-$30,258
THOMAS E SMITHTrustee Asst TreasurerPT$30,258-$30,258
BRADY F CARRUTHChairman Asst TreasurerPT$29,508-$29,508
Filing and Contact Details

Filer

Filer Name
The Wortham Foundation Inc
EIN
74-1334356
In Care Of
% BARBARA J SNYDER
Phone
7135268849
Address
2727 ALLEN PARKWAY STE 1570, HOUSTON, TX 77019-2167

Signing Officer

Name
Richard W Wortham Iii
Title
Chairman
Phone
7135268849
Signed
2016-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Deidre a Scinta CPA
Address
2727 ALLEN PKWY STE 1580, HOUSTON, TX 77019-2167
Preparer
Diedre a Scinta
Phone
7135263012
Raw XML AppendixShowing 400 of 482 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/TitleTxt3TRUSTEE ASST TREASURER
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02727 ALLEN PKWY 1570
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0770192167
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BARBARA J SNYDER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135268849
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHMENT 20
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORMS MAY BE OBTAINED BY WRITING OR CALLING BARBARA J SNYDER, 2727 ALLEN PARKWAY STE 1570 HOUSTON TX 77019. TELEPHONE NUMBER 713-526-8849
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA J SNYDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07135268849
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02727 ALLEN PARKWAY 1570
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0770192125
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE GRANTED PRIMARILY FOR CULTURAL ARTS AND CIVIC BEAUTIFICATION PROJECTS WHICH BENEFIT THE CITIZENS OF HOUSTON, HARRIS COUNTY, TEXAS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS SHOULD BE SUBMITTED BY THE SECOND WEEK OF JANUARY, APRIL, JULY OR OCTOBER IN ORDER TO B
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt011208334
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0OPERATIONAL, CAPITAL AND ENDOWMENT GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT 18
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd077001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011100993
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL, CAPITAL AND ENDOWMENT GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 17-6
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077001
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt011208334
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011100993
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/AppliedToCurrentYearAmt011080179
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011080179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01552183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0113385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01944629
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0279061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01552183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0113385
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011359240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0279061
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01944629
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01665568
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAINTENANCE & REPAIR HISTORIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt122240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt219139
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029404
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt123393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt242532
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1HIRTLE CALLAGHAN PE FND IV LP

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,940,901
Liabilities
$170,054
Net assets
$210,770,847
Revenue
$19,392,885
Expenses
$12,855,776
Net income
$6,537,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$253$0.00$253$13.7$3.68$10.0
2023Detailed filing. Detailed filing data is available for this year.$242$0.27$242$10.1$13.1$3.00
2022Detailed filing. Detailed filing data is available for this year.$245$0.00$245$30.1$14.4$15.8
2021Detailed filing. Detailed filing data is available for this year.$229$0.00$229$18.6$14.7$3.93
2020Detailed filing. Detailed filing data is available for this year.$225$0.00$225$12.0$12.8$0.75
2019Detailed filing. Detailed filing data is available for this year.$227$0.00$227$15.2$12.9$2.35
2018Detailed filing. Detailed filing data is available for this year.$224$0.00$224$18.0$13.2$4.82
2017Detailed filing. Detailed filing data is available for this year.$219$0.00$219$13.9$10.2$3.67
2016Detailed filing. Detailed filing data is available for this year.$216$0.00$216$17.9$13.0$4.90
2015Detailed filing. Detailed filing data is available for this year.$211$0.17$211$19.4$12.9$6.54
2014Detailed filing. Detailed filing data is available for this year.$204$0.01$204$20.5$14.5$6.05
2013Detailed filing. Detailed filing data is available for this year.$198$0.01$198$11.9
2012Summary only. Only limited summary data is available for this year.$196$0.00$9.17$11.4$2.19
2011Summary only. Only limited summary data is available for this year.$199$0.00$6.41$11.2$4.84