Civic Intelligence

Joseph Platt Jr & Kathryn Moore Turner

EIN 74-2576598 • Temple, TX

20 S 4th StTemple, TX 76501
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-187%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

15th percentile

-14%

Faster asset growth than 15% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.7%

Faster revenue growth than 49% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$696,960

Down $117,898 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$696,960

Down $117,898 (-14%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Up

$63,020

Up $3,978 (+6.7%) from 2023

Expenses

Up

$180,918

Up $91,809 (+103%) from 2023

Net Income

Down

-$117,898

Down $87,831 (-292%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2011: $683,910Liabilities 2011: $0Net Assets 2011: $683,9102011Assets 2012: $692,922Liabilities 2012: $02012Assets 2013: $720,734Liabilities 2013: $0Net Assets 2013: $720,7342013Assets 2014: $780,273Liabilities 2014: $0Net Assets 2014: $780,2732014Assets 2015: $833,151Liabilities 2015: $1,550Net Assets 2015: $831,6012015Assets 2016: $789,761Liabilities 2016: $1,550Net Assets 2016: $788,2112016Assets 2017: $826,246Liabilities 2017: $1,550Net Assets 2017: $824,6962017Assets 2018: $795,391Liabilities 2018: $1,550Net Assets 2018: $793,8412018Assets 2019: $812,427Liabilities 2019: $1,550Net Assets 2019: $810,8772019Assets 2020: $797,167Liabilities 2020: $1,550Net Assets 2020: $795,6172020Assets 2021: $831,054Liabilities 2021: $0Net Assets 2021: $831,0542021Assets 2022: $844,925Liabilities 2022: $0Net Assets 2022: $844,9252022Assets 2023: $814,858Liabilities 2023: $0Net Assets 2023: $814,8582023Assets 2024: $696,960Liabilities 2024: $0Net Assets 2024: $696,9602024

Highlighted filing

2024

Assets$696,960
Liabilities$0
Net Assets$696,960
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $82,9302011Revenue 2012: $66,691Expenses 2012: $58,489Net Income 2012: $8,2022012Expenses 2013: $58,3092013Revenue 2014: $119,362Expenses 2014: $59,823Net Income 2014: $59,5392014Revenue 2015: $63,331Expenses 2015: $12,003Net Income 2015: $51,3282015Revenue 2016: $17,177Expenses 2016: $60,567Net Income 2016: -$43,3902016Revenue 2017: $47,445Expenses 2017: $10,960Net Income 2017: $36,4852017Revenue 2018: $31,895Expenses 2018: $62,750Net Income 2018: -$30,8552018Revenue 2019: $89,135Expenses 2019: $72,099Net Income 2019: $17,0362019Revenue 2020: $68,316Expenses 2020: $83,576Net Income 2020: -$15,2602020Revenue 2021: $118,555Expenses 2021: $83,118Net Income 2021: $35,4372021Revenue 2022: $29,524Expenses 2022: $15,653Net Income 2022: $13,8712022Revenue 2023: $59,042Expenses 2023: $89,109Net Income 2023: -$30,0672023Revenue 2024: $63,020Expenses 2024: $180,918Net Income 2024: -$117,8982024

Highlighted filing

2024

Revenue$63,020
Expenses$180,918
Net Income-$117,898
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$696,960
Liabilities
$0
Net assets
$696,960
Revenue
$63,020
Expenses
$180,918
Net income
-$117,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.63$1.81$1.18
2023Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.59$0.89$0.30
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.30$0.16$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$1.19$0.83$0.35
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.02$7.96$0.68$0.84$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.12$0.02$8.11$0.89$0.72$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.95$0.02$7.94$0.32$0.63$0.31
2017Detailed filing. Detailed filing data is available for this year.$8.26$0.02$8.25$0.47$0.11$0.36
2016Detailed filing. Detailed filing data is available for this year.$7.90$0.02$7.88$0.17$0.61$0.43
2015Detailed filing. Detailed filing data is available for this year.$8.33$0.02$8.32$0.63$0.12$0.51
2014Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$1.19$0.60$0.60
2013Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.58
2012Summary only. Only limited summary data is available for this year.$6.93$0.00$0.67$0.58$0.08
2011Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY K CONNERPresident-$0--
MARTHA T MANLEYVice-President-$0--
DANE LEGGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Platt Jr & Kathryn Moore Turner
EIN
74-2576598
Phone
2547784783
Address
20 S 4TH ST, TEMPLE, TX 76501

Signing Officer

Name
Dane Legg
Title
Treasurer
Phone
2547784783
Signed
2025-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Lott Vernon & Company Pc
Address
PO BOX 160, TEMPLE, TX 76503
Preparer
Dane Legg
Phone
2547784783
Raw XML Appendix312 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
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION ELECTS TO UTILIZE $70,797 AND $7,570 OF ITS QUALIFYING DISTRIBUTIONS TO SATISFY THE REMAINING BALANCES OF ITS UNDISTRIBUTED INCOME FOR 2020 AND 2021, RESPECTIVELY.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0634155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01802361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt063020
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023563
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0180918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt063020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063020
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086487
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY K CONNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA T MANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANE LEGG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020 SOUTH 4TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TEMPLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02547784783
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGES AND UNIVERSITIES ENDOWED SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENDOWED SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENDOWED SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENDOWED SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAYLOR UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARS HILL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MARY HARDIN BAYLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE BEAR PLACE 97026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2UMHB BOX 8433 900 COLLEGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARS HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076798
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276513
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167000
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/AppliedToCurrentYearAmt02011
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt078367
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086622
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt078367
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084476
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt086622
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BDSP FEE CREDIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02944
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02944
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013918
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MISCELLANEOUS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANE LEGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02547784783
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH PLATT JR & KATHRYN MOORE TURNER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0742576598
ReturnHeader/Filer/PhoneNum02547784783
ReturnHeader/Filer/USAddress/AddressLine1Txt020 S 4TH ST
ReturnHeader/Filer/USAddress/CityNm0TEMPLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742484378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOTT VERNON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076503
ReturnHeader/PreparerPersonGrp/PhoneNum02547784783
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANE LEGG
ReturnHeader/ReturnTs02025-06-12T13:29:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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