Civic Intelligence

Clifton Foundation

990T • Fiscal year 2024 • EIN 74-2832766

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 29, 2025

Organization Profile
4579 Lake Shore DriveWaco, TX 76710-1814

(254) 741-6400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,469,145Liabilities 2011: $02011Assets 2012: $2,556,174Liabilities 2012: $0Net Assets 2012: $2,556,1742012Assets 2013: $2,976,209Liabilities 2013: $0Net Assets 2013: $2,976,2092013Assets 2014: $2,802,069Liabilities 2014: $0Net Assets 2014: $2,802,0692014Assets 2015: $3,082,652Liabilities 2015: $0Net Assets 2015: $3,082,6522015Assets 2016: $3,228,105Liabilities 2016: $0Net Assets 2016: $3,228,1052016Assets 2017: $3,363,675Liabilities 2017: $0Net Assets 2017: $3,363,6752017Assets 2018: $3,039,752Liabilities 2018: $0Net Assets 2018: $3,039,7522018Assets 2019: $3,339,064Liabilities 2019: $0Net Assets 2019: $3,339,0642019Assets 2020: $3,335,269Liabilities 2020: $0Net Assets 2020: $3,335,2692020Assets 2021: $3,491,426Liabilities 2021: $0Net Assets 2021: $3,491,4262021Assets 2022: $3,439,333Liabilities 2022: $0Net Assets 2022: $3,439,3332022Assets 2023: $3,416,906Liabilities 2023: $0Net Assets 2023: $3,416,9062023Assets 2024: $3,703,282Liabilities 2024: $36,053Net Assets 2024: $3,667,2292024

Latest loaded filing

2024

Assets$3,703,282
Liabilities$36,053
Net Assets$3,667,229
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $244,412Expenses 2011: $166,782Net Income 2011: $77,6302011Expenses 2012: $183,4932012Revenue 2013: $485,694Expenses 2013: $186,592Net Income 2013: $299,1022013Revenue 2014: $203,821Expenses 2014: $222,351Net Income 2014: -$18,5302014Revenue 2015: $732,720Expenses 2015: $222,930Net Income 2015: $509,7902015Revenue 2016: $129,753Expenses 2016: $231,633Net Income 2016: -$101,8802016Revenue 2017: $208,033Expenses 2017: $221,702Net Income 2017: -$13,6692017Revenue 2018: $144,307Expenses 2018: $248,186Net Income 2018: -$103,8792018Revenue 2019: $210,077Expenses 2019: $243,905Net Income 2019: -$33,8282019Revenue 2020: $167,100Expenses 2020: $243,148Net Income 2020: -$76,0482020Revenue 2021: $164,715Expenses 2021: $187,552Net Income 2021: -$22,8372021Revenue 2022: $232,039Expenses 2022: $189,774Net Income 2022: $42,2652022Revenue 2023: $179,728Expenses 2023: $260,891Net Income 2023: -$81,1632023Revenue 2024: $315,895Expenses 2024: $202,011Net Income 2024: $113,8842024

Latest loaded filing

2024

Revenue$315,895
Expenses$202,011
Net Income$113,884
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Clifton Foundation
EIN
74-2832766
Phone
2547416400
Address
4579 LAKE SHORE DRIVE, WACO, TX 76710-1814

Signing Officer

Name
David Nemec
Title
CFO
Phone
2547416400
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Jrbt Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Yujuan Ai
Phone
2547764190
Raw XML Appendix116 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
IRS990T/BooksInCareOfDetail/PersonNm0JAMES R CLIFTON
IRS990T/BooksInCareOfDetail/PhoneNum02547416400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04579 LAKE SHORE DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WACO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0767101814
IRS990T/BookValueAssetsEOYAmt03703281
IRS990T/CharitableContributionsDedAmt0314
IRS990T/ExtsnRequestIncomeTaxPaidAmt018400
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IRS990T/OtherTaxesAmt00
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IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
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IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0211100
IRS990T/PriorYearOverpaymentCreditAmt017240
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt11609
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-79
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt086810
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt12011
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt086731
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt12011
IRS990TScheduleA/TotUnrltTrdBusIncmAmt086731
IRS990TScheduleA/TotUnrltTrdBusIncmAmt12011
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0HOLDS AN INVESTMENT IN A BANK S CORPORATION
IRS990TScheduleA/TradeOrBusinessDesc1HOLDS AN INVESTMENT IN PTP PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt086731
IRS990TScheduleA/UBIBeforeNOLDedAmt12011
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt086731
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1402
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt018022
IRS990T/TaxExemptInterestAmt01870
IRS990T/TaxLessCreditsAmt018022
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt035640
IRS990T/TotalTaxAmt018022
IRS990T/TotalTaxComputationAmt018022
IRS990T/TotalUBTIAmt085819
IRS990T/TotalUBTIBeforeNOLSpecificAmt086819
IRS990T/TotalUBTIBeforeSection199AAmt086819
IRS990T/TotalUBTIComputedAmt087133
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NEMEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02547416400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIFTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIF
ReturnHeader/Filer/EIN0742832766
ReturnHeader/Filer/PhoneNum02547416400
ReturnHeader/Filer/USAddress/AddressLine1Txt04579 LAKE SHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0767101814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742533381
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 BOSQUE BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767104459
ReturnHeader/PreparerPersonGrp/PhoneNum02547764190
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUJUAN AI
ReturnHeader/ReturnTs02025-11-03T08:15:09-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.04$3.67$0.32$0.20$0.11
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.26$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.23$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.16$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.17$0.24$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.21$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.14$0.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.21$0.22$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.13$0.23$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.73$0.22$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.20$0.22$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.49$0.19$0.30
2012Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.18
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.24$0.17$0.08