Civic Intelligence

Calhoun Foundation

990PF • Fiscal year 2015 • EIN 74-2804468

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

308 E San Antonio StreetNew Braunfels, TX 78130

(830) 625-9362

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

25th percentile

-9.9%

Higher net margin than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,044,743

Down $5,115 (-0.5%) from 2014

Net Assets

Down

$1,044,743

Down $5,115 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$51,632

Up $12,589 (+32%) from 2014

Expenses

Up

$56,747

Up $2,682 (+5.0%) from 2014

Net Income

Up

-$5,115

Up $9,907 (+66%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,090,332Liabilities 2011: $1,0002011Assets 2012: $1,078,688Liabilities 2012: $02012Assets 2013: $1,064,880Liabilities 2013: $02013Assets 2014: $1,049,858Liabilities 2014: $0Net Assets 2014: $1,049,8582014Assets 2015: $1,044,743Liabilities 2015: $0Net Assets 2015: $1,044,7432015Assets 2016: $1,040,006Liabilities 2016: $0Net Assets 2016: $1,040,0062016Assets 2017: $1,041,436Liabilities 2017: $0Net Assets 2017: $1,041,4362017Assets 2018: $1,030,092Liabilities 2018: $0Net Assets 2018: $1,030,0922018Assets 2019: $1,016,170Liabilities 2019: $0Net Assets 2019: $1,016,1702019Assets 2020: $1,018,932Liabilities 2020: $0Net Assets 2020: $1,018,9322020Assets 2021: $1,013,820Liabilities 2021: $0Net Assets 2021: $1,013,8202021Assets 2022: $998,016Liabilities 2022: $0Net Assets 2022: $998,0162022Assets 2023: $984,608Liabilities 2023: $0Net Assets 2023: $984,6082023Assets 2024: $972,301Liabilities 2024: $0Net Assets 2024: $972,3012024

Highlighted filing

2015

Assets$1,044,743
Liabilities$0
Net Assets$1,044,743

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $47,658Expenses 2011: $55,155Net Income 2011: -$7,4972011Revenue 2012: $50,262Expenses 2012: $60,906Net Income 2012: -$10,6442012Revenue 2013: $37,196Expenses 2013: $51,004Net Income 2013: -$13,8082013Revenue 2014: $39,043Expenses 2014: $54,065Net Income 2014: -$15,0222014Revenue 2015: $51,632Expenses 2015: $56,747Net Income 2015: -$5,1152015Revenue 2016: $47,895Expenses 2016: $52,632Net Income 2016: -$4,7372016Revenue 2017: $46,616Expenses 2017: $48,698Net Income 2017: -$2,0822017Revenue 2018: $49,689Expenses 2018: $61,033Net Income 2018: -$11,3442018Revenue 2019: $40,523Expenses 2019: $54,445Net Income 2019: -$13,9222019Revenue 2020: $51,265Expenses 2020: $48,503Net Income 2020: $2,7622020Revenue 2021: $50,669Expenses 2021: $55,781Net Income 2021: -$5,1122021Revenue 2022: $46,975Expenses 2022: $51,451Net Income 2022: -$4,4762022Revenue 2023: $41,156Expenses 2023: $54,707Net Income 2023: -$13,5512023Revenue 2024: $45,669Expenses 2024: $58,606Net Income 2024: -$12,9372024

Highlighted filing

2015

Revenue$51,632
Expenses$56,747
Net Income-$5,115
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY D MATHISPresident-$0--
JAMES R RECTORVice Pres-$0--
JAMES R BOLDTSecr/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Calhoun Foundation
EIN
74-2804468
Phone
8306259362
Address
308 E SAN ANTONIO STREET, NEW BRAUNFELS, TX 78130

Signing Officer

Name
Gary D Mathis
Title
President
Signed
2016-05-11

Preparer

Firm
Gary D Mathis
Address
308 E SAN ANTONIO STREET, NEW BRAUNFELS, TX 78130
Preparer
Gary D Mathis
Phone
8306259362
Raw XML Appendix277 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/RecipientUSAddress/CityNm0LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW BRAUNFELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW BRAUNFELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COLORADO SPRIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW BRAUNFELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW BRAUNFELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd678130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd978754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01305
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt052695
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051303
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049998
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt052695
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt067267
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt1129436
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt284501
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt3217911
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt442178
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt590089
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt6228926
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0TB OWEN PROPERTIES LLC
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt1ROBERT STEVENS
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt2SUNG PARK LLC
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt3SUNG LIU
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt4TERRY VERBURGT
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt5TIM AND MARTHA HOOKER
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt6BILL KAY KRIS AND AMY BUCK
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY D MATHIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALHOUN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALH
ReturnHeader/Filer/EIN0742804468
ReturnHeader/Filer/PhoneNum08306259362
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 E SAN ANTONIO STREET
ReturnHeader/Filer/USAddress/CityNm0NEW BRAUNFELS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY D MATHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0308 E SAN ANTONIO STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRAUNFELS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078130
ReturnHeader/PreparerPersonGrp/PhoneNum08306259362
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D MATHIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-22T10:20:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.04$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.06$0.01