Civic Intelligence

Inman Foundation

990PF • Fiscal year 2023 • EIN 74-2833552

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

3200 Riva Ridge RdAustin, TX 78746

(512) 370-3200

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

36th percentile

-1.3%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,147,576

Down $27,985 (-1.3%) from 2022

Net Assets

Down

$2,147,576

Down $27,985 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$138,714

Down $69,217 (-33%) from 2022

Expenses

Down

$166,366

Down $4,733 (-2.8%) from 2022

Net Income

Down

-$27,652

Down $64,484 (-175%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,536,728Liabilities 2011: $02011Assets 2012: $2,467,821Liabilities 2012: $02012Assets 2013: $2,640,694Liabilities 2013: $02013Assets 2014: $2,618,782Liabilities 2014: $02014Assets 2015: $2,585,022Liabilities 2015: $02015Assets 2019: $2,285,327Liabilities 2019: $0Net Assets 2019: $2,285,3272019Assets 2020: $2,120,783Liabilities 2020: $0Net Assets 2020: $2,120,7832020Assets 2021: $2,137,636Liabilities 2021: $0Net Assets 2021: $2,137,6362021Assets 2022: $2,175,561Liabilities 2022: $0Net Assets 2022: $2,175,5612022Assets 2023: $2,147,576Liabilities 2023: $0Net Assets 2023: $2,147,5762023Assets 2024: $2,175,308Liabilities 2024: $0Net Assets 2024: $2,175,3082024

Highlighted filing

2023

Assets$2,147,576
Liabilities$0
Net Assets$2,147,576

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $82,665Expenses 2011: $174,331Net Income 2011: -$91,6662011Revenue 2012: $99,840Expenses 2012: $168,747Net Income 2012: -$68,9072012Revenue 2013: $342,406Expenses 2013: $169,533Net Income 2013: $172,8732013Revenue 2014: $154,859Expenses 2014: $176,771Net Income 2014: -$21,9122014Revenue 2015: $139,895Expenses 2015: $173,655Net Income 2015: -$33,7602015Revenue 2019: -$65,111Expenses 2019: $158,407Net Income 2019: -$223,5182019Revenue 2020: -$8,715Expenses 2020: $156,089Net Income 2020: -$164,8042020Revenue 2021: $170,082Expenses 2021: $153,229Net Income 2021: $16,8532021Revenue 2022: $207,931Expenses 2022: $171,099Net Income 2022: $36,8322022Revenue 2023: $138,714Expenses 2023: $166,366Net Income 2023: -$27,6522023Revenue 2024: $199,583Expenses 2024: $169,947Net Income 2024: $29,6362024

Highlighted filing

2023

Revenue$138,714
Expenses$166,366
Net Income-$27,652
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBY R INMANPresident/Treasurer-$0--
THOMAS C INMANVice President-$0--
WILLIAM C INMANVice President-$0--
NANCY INMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Inman Foundation
EIN
74-2833552
Phone
5123703200
Address
3200 RIVA RIDGE RD, AUSTIN, TX 78746

Signing Officer

Name
Bobby Inman
Title
President
Phone
5123703200
Signed
2024-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Dana Mccartney
Phone
5123703200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PACKAGING CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PARKER HANNIFIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PNC FINL SVCS GROUP INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PPG INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PROCTER AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SECTOR SPDR TR TECHNOLOGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SPDR BLOOMBERG 1-3 MNTH BILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SPDR PORTFOLIO S&P 500 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TEXAS INSTRS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TRUIST FINL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VALERO ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INCORPORATED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALMART INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WASTE MGMT INCORPORATED DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WEC ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WELLS FARGO COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AVALONBAY COMNTYS INCORPORATED REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PROLOGIS INCORPORATED REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PUBLIC STORAGE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt065155
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt070613
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02946
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0138714
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0138714
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09617
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt070613
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0118615
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0118615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065155
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27652
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02140653
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02946
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070613
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0105277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030232
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0166366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0138714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0138714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033437
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0305431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11764609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt099229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-28616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt099229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-28616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0404660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11735993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - H857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - 9845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27652
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0333
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02147909
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02175561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02147576
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0128316
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0128316
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0128316
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0129779
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01463
IRS990PF/DistributableAmountGrp/TotalTaxAmt01463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt02722118
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03952433
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03952433
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01585028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02045791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02621219
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020245
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt033430
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032544
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1776872
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1804857
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0211230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt068355
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt068355
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02175561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02147576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02722118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02175561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02147576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02175561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02147576
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0359058
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00

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