Civic Intelligence

Formby Foundation

990PF • Fiscal year 2018 • EIN 74-2644571

Jan 01, 2018 to Dec 31, 2018 • Filed on May 20, 2019

Organization Profile
3825 Lake Austin Blvd Rm/Ste 402Austin, TX 78703

(512) 477-8000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-17054%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$11,341

Down $21,334 (-65%) from 2015

Net Assets

$11,341

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Up

$13

Up $199 (+107%) from 2015

Expenses

Down

$2,230

Down $26,713 (-92%) from 2015

Net Income

Up

-$2,217

Up $26,912 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2011: $85,756Liabilities 2011: $02011Assets 2012: $75,760Liabilities 2012: $02012Assets 2013: $58,929Liabilities 2013: $02013Assets 2014: $61,804Liabilities 2014: $02014Assets 2015: $32,675Liabilities 2015: $02015Assets 2018: $11,341Liabilities 2018: $0Net Assets 2018: $11,3412018Assets 2019: $10,345Liabilities 2019: $0Net Assets 2019: $10,3452019Assets 2020: $9,347Liabilities 2020: $0Net Assets 2020: $9,3472020Assets 2021: $8,347Liabilities 2021: $0Net Assets 2021: $8,3472021Assets 2022: $7,848Liabilities 2022: $0Net Assets 2022: $7,8482022Assets 2023: $7,358Liabilities 2023: $0Net Assets 2023: $7,3582023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$11,341
Liabilities$0
Net Assets$11,341
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $13,150Expenses 2011: $38,485Net Income 2011: -$25,3352011Revenue 2012: $2,768Expenses 2012: $12,764Net Income 2012: -$9,9962012Revenue 2013: -$95Expenses 2013: $16,736Net Income 2013: -$16,8312013Revenue 2014: $12,846Expenses 2014: $9,971Net Income 2014: $2,8752014Revenue 2015: -$186Expenses 2015: $28,943Net Income 2015: -$29,1292015Revenue 2018: $13Expenses 2018: $2,230Net Income 2018: -$2,2172018Revenue 2019: $4Expenses 2019: $1,000Net Income 2019: -$9962019Revenue 2020: $0Expenses 2020: $1,000Net Income 2020: -$1,0002020Revenue 2021: $0Expenses 2021: $1,000Net Income 2021: -$1,0002021Revenue 2022: $1Expenses 2022: $500Net Income 2022: -$4992022Revenue 2023: $10Expenses 2023: $500Net Income 2023: -$4902023Revenue 2024: $5Expenses 2024: $7,363Net Income 2024: -$7,3582024

Highlighted filing

2018

Revenue$13
Expenses$2,230
Net Income-$2,217
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM L FORMBYPres/VP-$0--
KATRINE S FORMBYSec/Tres-$0--
Filing and Contact Details

Filer

Filer Name
Formby Foundation
EIN
74-2644571
Phone
5124778000
Address
3825 LAKE AUSTIN BLVD RM/STE 402, AUSTIN, TX 78703

Signing Officer

Name
William L Formby
Title
Pres/VP
Phone
5124778000
Signed
2019-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Leo Gates & Associates Inc
Address
111 W ANDERSON LN STE D212, AUSTIN, TX 78752
Preparer
David W Sykora
Phone
5124515353
Raw XML Appendix223 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1625
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010235
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01790
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0592
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011845
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012025
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03924
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.656290
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01115
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01115
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0WILLIAM KATRINE FORMBY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05124778000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt0592
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0592
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014532
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047259
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05949
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ReturnHeader/Filer/EIN0742644571
ReturnHeader/Filer/PhoneNum05124778000
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ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078703
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.46.141.174
ReturnHeader/FilingSecurityInformation/IPDt02019-05-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:30:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742965859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEO GATES & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 W ANDERSON LN STE D212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078752
ReturnHeader/PreparerPersonGrp/PhoneNum05124515353
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W SYKORA
ReturnHeader/ReturnTs02019-05-20T15:30:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,341
Liabilities
$0
Net assets
$11,341
Revenue
$13
Expenses
$2,230
Net income
-$2,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$7.36$7.36
2023Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.01$0.50$0.49
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.00$0.50$0.50
2021Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.00$1.00$1.00
2020Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.00$1.00$1.00
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.00$1.00$1.00
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.01$2.23$2.22
2015Summary only. Only limited summary data is available for this year.$32.7$0.00$0.19$28.9$29.1
2014Summary only. Only limited summary data is available for this year.$61.8$0.00$12.8$9.97$2.88
2013Summary only. Only limited summary data is available for this year.$58.9$0.00$0.10$16.7$16.8
2012Summary only. Only limited summary data is available for this year.$75.8$0.00$2.77$12.8$10.00
2011Summary only. Only limited summary data is available for this year.$85.8$0.00$13.2$38.5$25.3