Civic Intelligence

Texas Lions Foundation Inc.

990 • Fiscal year 2015 • EIN 74-2350136

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

6005 99th StreetLubbock, TX 79424-3823

(806) 698-6489

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$12,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,833,298

Down $28,052 (-1.0%) from 2014

Net Assets

Down

$2,833,298

Down $28,052 (-1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$273,850

Down $247,527 (-47%) from 2014

Expenses

Up

$90,233

Up $12,145 (+16%) from 2014

Net Income

Down

$183,617

Down $259,672 (-59%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,101,953Liabilities 2010: $13,215Net Assets 2010: $2,088,7382010Assets 2011: $2,236,063Liabilities 2011: $0Net Assets 2011: $2,236,0632011Assets 2012: $2,265,503Liabilities 2012: $0Net Assets 2012: $2,265,5032012Assets 2013: $2,384,536Liabilities 2013: $0Net Assets 2013: $2,384,5362013Assets 2014: $2,861,350Liabilities 2014: $0Net Assets 2014: $2,861,3502014Assets 2015: $2,833,298Liabilities 2015: $0Net Assets 2015: $2,833,2982015Assets 2016: $2,543,340Liabilities 2016: $0Net Assets 2016: $2,543,3402016Assets 2017: $2,657,183Liabilities 2017: $0Net Assets 2017: $2,657,1832017Assets 2018: $2,648,965Liabilities 2018: $0Net Assets 2018: $2,648,9652018Assets 2019: $2,802,820Liabilities 2019: $0Net Assets 2019: $2,802,8202019Assets 2020: $2,892,165Liabilities 2020: $0Net Assets 2020: $2,892,1652020Assets 2021: $3,698,411Liabilities 2021: $0Net Assets 2021: $3,698,4112021Assets 2022: $3,269,602Liabilities 2022: $0Net Assets 2022: $3,269,6022022Assets 2023: $3,454,335Liabilities 2023: $0Net Assets 2023: $3,454,3352023Assets 2024: $3,893,234Liabilities 2024: $0Net Assets 2024: $3,893,2342024Assets 2025: $4,148,206Liabilities 2025: $0Net Assets 2025: $4,148,2062025

Highlighted filing

2015

Assets$2,833,298
Liabilities$0
Net Assets$2,833,298

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $66,6962010Expenses 2011: $88,2652011Expenses 2012: $83,7782012Revenue 2013: $241,288Expenses 2013: $84,305Net Income 2013: $156,9832013Revenue 2014: $521,377Expenses 2014: $78,088Net Income 2014: $443,2892014Revenue 2015: $273,850Expenses 2015: $90,233Net Income 2015: $183,6172015Revenue 2016: $168,017Expenses 2016: $434,978Net Income 2016: -$266,9612016Revenue 2017: $288,081Expenses 2017: $77,805Net Income 2017: $210,2762017Revenue 2018: -$113,403Expenses 2018: $236,256Net Income 2018: -$349,6592018Revenue 2019: $123,093Expenses 2019: $102,487Net Income 2019: $20,6062019Revenue 2020: $203,190Expenses 2020: $121,140Net Income 2020: $82,0502020Revenue 2021: $732,224Expenses 2021: $194,708Net Income 2021: $537,5162021Revenue 2022: $289,505Expenses 2022: $175,142Net Income 2022: $114,3632022Revenue 2023: $201,386Expenses 2023: $122,008Net Income 2023: $79,3782023Revenue 2024: $213,303Expenses 2024: $175,675Net Income 2024: $37,6282024Revenue 2025: $441,941Expenses 2025: $274,193Net Income 2025: $167,7482025

Highlighted filing

2015

Revenue$273,850
Expenses$90,233
Net Income$183,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v5.0
Gross Receipts
$1,094,369
Mission and Program Overview

Mission

Accumulate funds which are to be used to provide disaster assistance relief and equipment.

Accumulate funds which are to be used to provide disaster assistance relief. Also receive donations to acquire & maintain state office and museum for texas lions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,332,980$2,328,096▼ $4,884
Land, Buildings, and Equipment, Net$324,679$328,041▲ $3,362
Savings and Temporary Cash Investments$203,691$177,161▼ $26,530
Total Assets$2,861,350$2,833,298▼ $28,052
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,861,350$2,833,298▼ $28,052
Total Net Assets Fund Balance$2,861,350$2,833,298▼ $28,052
Total Liabilities and Net Assets / Fund Balance$2,861,350$2,833,298▼ $28,052

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$303,041$8,973$312,014
Land$25,000-$25,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marshall CooperChief OperatPT$12,000$12,000

Board Members and Trustees

NameTitle
John H SealeChairman
Gil BurrellVice Chairma
Melvin FelchTrustee A1
Cesario MontelongoTrustee A3
Billy WoodTrustee E1
Jim ColemanTrustee E2
Waldo DalchauTrustee S1
Melba BuadoTrustee S2
Lin RoseTrustee S3
John SimpsonTrustee S4
Jessie BryanTrustee S5
David BonnerTrustee T1
Arlee JacksonTrustee T2
Geronimo PolancoTrustee T3
Don JohnsonTrustee X1
Ac EllisTrustee X2
John TrampTrustee X3
Claude DurhamSecretary
Gladys TrampTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,755
Program Service Revenue
$0
Investment Income
$169,095
Other Revenue
$0
All Other Contributions
$104,755
Change in Net Assets
$183,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,733
Grants and Similar Amounts Paid$22,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,500--$22,500
Fees for Service Investment Mgmnt Fees-$12,032-$12,032
Fees for Services Management-$12,000-$12,000
Fees for Services Accounting-$8,720-$8,720
Depreciation Depletion$8,652--$8,652
Office Expenses$178$5,763-$5,941
Insurance$2,510--$2,510
Advertising-$1,594-$1,594
Other Expenses$773$2,135-$773
Occupancy-$744-$744
Travel-$599-$599
All Other Expenses$28$78-$106
Total Functional Expenses$39,213$51,020$0$90,233
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
Yes
Backup withholding compliance
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 11B

Tax preparer reviews draft of return with chief operations officer to resolve questions and determine agreement on filing information. Chief operations office reviews the return with the executive committee before filing.

Form 990, Page 6, Part VI, Line 19

Organization makes governing documents and financial statements available to the public through the organization's website and upon request.

Filing and Contact Details

Filer

Filer Name
Texas Lions Foundation Inc
EIN
74-2350136
Phone
8066986489
Address
6005 99TH STREET, LUBBOCK, TX 79424-3823

Signing Officer

Name
Marshall W Cooper
Title
Chief Operations Officer
Phone
8066986489
Signed
2015-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Cooper
Formed
1984
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
19
Employees
0

Preparer

Firm
Doshier Pickens & Francis LLC
Address
301 S POLK ST STE 800, AMARILLO, TX 79101
Preparer
Henry E Davis CPA
Phone
8063733011
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

NON TAXABLE INCOME 16

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.44$0.27$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.21$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.20$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.29$0.18$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.73$0.19$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.11$0.24$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.29$0.08$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.17$0.43$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.27$0.09$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.52$0.08$0.44
2013Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.24$0.08$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.01$2.09$0.07