Civic Intelligence

The Norris Foundation

990PF • Fiscal year 2016 • EIN 74-2465853

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

Organization Profile
3961 Balfour CourtFrisco, TX 75034

(972) 292-1994

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

4th percentile

-72%

Faster asset growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$7,220

Down $19,009 (-72%) from 2015

Net Assets

Down

$7,220

Down $19,009 (-72%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Up

$23,779

Up $4,318 (+22%) from 2015

Expenses

Down

$42,766

Down $1,175 (-2.7%) from 2015

Net Income

Up

-$18,987

Up $5,493 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$150K$100K$50K$0Assets 2011: $96,867Liabilities 2011: $0Net Assets 2011: $96,8672011Assets 2012: $58,712Liabilities 2012: $0Net Assets 2012: $58,7122012Assets 2013: $77,965Liabilities 2013: $0Net Assets 2013: $77,9652013Assets 2014: $50,893Liabilities 2014: $0Net Assets 2014: $50,8932014Assets 2015: $26,229Liabilities 2015: $0Net Assets 2015: $26,2292015Assets 2016: $7,220Liabilities 2016: $0Net Assets 2016: $7,2202016Assets 2017: $9,407Liabilities 2017: $0Net Assets 2017: $9,4072017Assets 2018: $8,492Liabilities 2018: $0Net Assets 2018: $8,4922018Assets 2019: $15,314Liabilities 2019: $0Net Assets 2019: $15,3142019Assets 2020: $24,018Liabilities 2020: $0Net Assets 2020: $24,0182020Assets 2021: $41,363Liabilities 2021: $0Net Assets 2021: $41,3632021Assets 2022: $46,230Liabilities 2022: $0Net Assets 2022: $46,2302022Assets 2023: $58,130Liabilities 2023: $0Net Assets 2023: $58,1302023Assets 2024: $102,490Liabilities 2024: $0Net Assets 2024: $102,4902024

Highlighted filing

2016

Assets$7,220
Liabilities$0
Net Assets$7,220
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KExpenses 2011: $29,5982011Expenses 2012: $97,3052012Revenue 2013: $56,122Expenses 2013: $36,749Net Income 2013: $19,3732013Revenue 2014: $64,583Expenses 2014: $91,645Net Income 2014: -$27,0622014Revenue 2015: $19,461Expenses 2015: $43,941Net Income 2015: -$24,4802015Revenue 2016: $23,779Expenses 2016: $42,766Net Income 2016: -$18,9872016Revenue 2017: $13,399Expenses 2017: $11,212Net Income 2017: $2,1872017Revenue 2018: $11,265Expenses 2018: $12,180Net Income 2018: -$9152018Revenue 2019: $7,973Expenses 2019: $1,151Net Income 2019: $6,8222019Revenue 2020: $9,854Expenses 2020: $1,150Net Income 2020: $8,7042020Revenue 2021: $18,517Expenses 2021: $1,150Net Income 2021: $17,3672021Revenue 2022: $6,509Expenses 2022: $1,500Net Income 2022: $5,0092022Revenue 2023: $15,161Expenses 2023: $3,261Net Income 2023: $11,9002023Revenue 2024: $50,869Expenses 2024: $6,510Net Income 2024: $44,3592024

Highlighted filing

2016

Revenue$23,779
Expenses$42,766
Net Income-$18,987
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN LEE NORRISFoundation Manager-$0--
JILL E NORRISFoundation Manager-$0--
Filing and Contact Details

Filer

Filer Name
The Norris Foundation
EIN
74-2465853
Phone
9722921994
Address
3961 BALFOUR COURT, FRISCO, TX 75034

Signing Officer

Name
Warren Norris
Title
Foundation Manager
Phone
9722921994
Signed
2017-06-21
Discuss with paid preparer
Yes

Preparer

Firm
The Mb Group LLC
Address
5072 W PLANO PARKWAY SUITE 150, PLANO, TX 75093
Preparer
Janet H Quinones CPA
Phone
4698651040
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEGACY CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOPE FELLOWSHIP CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LEGACY CHRISTIAN ACADEMY ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05000 ACADEMY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19950 ROLATER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25000 ACADEMY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01301
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt091766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0291577
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt091766
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040199
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0313634
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0273435
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WARREN AND JILL NORRIS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03961 BALFOUR COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FRISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075034
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023122
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX PAID IN 2015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0166
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0166
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN NORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09722921994
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NORRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORR
ReturnHeader/Filer/EIN0742465853
ReturnHeader/Filer/PhoneNum09722921994
ReturnHeader/Filer/USAddress/AddressLine1Txt03961 BALFOUR COURT
ReturnHeader/Filer/USAddress/CityNm0FRISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075034
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C8E38CDE3B5F12433FAF31D75090622C7031CD9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C8E38CDE3B5F12433FAF31D75090622C7031CD9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.239.253.80
ReturnHeader/FilingSecurityInformation/IPDt02017-06-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:48:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203762051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MB GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05072 W PLANO PARKWAY SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum04698651040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET H QUINONES CPA
ReturnHeader/ReturnTs02017-09-11T10:15:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,220
Liabilities
$0
Net assets
$7,220
Revenue
$23,779
Expenses
$42,766
Net income
-$18,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.51$0.07$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.15$0.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.07$0.02$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.19$0.01$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.10$0.01$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.08$0.01$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.24$0.43$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.19$0.44$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.65$0.92$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.56$0.37$0.19
2012Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.97
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.30