Civic Intelligence

The Grace W Dobson Family Foundation

EIN 74-2935744 • San Antonio, TX

200 Concord Plaza Drive Ste 240San Antonio, TX 78216
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

44%

Higher net margin than 85% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

180%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,456,985

Up $65,486 (+4.7%) from 2023

Liabilities

Up

$1,098

Up $215 (+24%) from 2023

Net Assets

Up

$1,455,886

Up $65,270 (+4.7%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin85th percentile

Revenue

Up

$149,260

Up $95,994 (+180%) from 2023

Expenses

Down

$83,990

Down $229 (-0.3%) from 2023

Net Income

Up

$65,270

Up $96,223 (+311%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,319,936Liabilities 2011: $02011Assets 2012: $1,331,161Liabilities 2012: $02012Assets 2013: $1,318,232Liabilities 2013: $02013Assets 2014: $1,354,173Liabilities 2014: $0Net Assets 2014: $1,354,1732014Assets 2015: $1,388,775Liabilities 2015: $0Net Assets 2015: $1,388,7752015Assets 2016: $1,365,904Liabilities 2016: $0Net Assets 2016: $1,365,9042016Assets 2017: $1,376,797Liabilities 2017: $0Net Assets 2017: $1,376,7972017Assets 2018: $1,361,863Liabilities 2018: $0Net Assets 2018: $1,361,8632018Assets 2019: $1,391,760Liabilities 2019: $0Net Assets 2019: $1,391,7602019Assets 2020: $1,336,980Liabilities 2020: $784Net Assets 2020: $1,336,1962020Assets 2021: $1,491,092Liabilities 2021: $830Net Assets 2021: $1,490,2622021Assets 2022: $1,422,432Liabilities 2022: $863Net Assets 2022: $1,421,5692022Assets 2023: $1,391,499Liabilities 2023: $883Net Assets 2023: $1,390,6162023Assets 2024: $1,456,985Liabilities 2024: $1,098Net Assets 2024: $1,455,8862024

Highlighted filing

2024

Assets$1,456,985
Liabilities$1,098
Net Assets$1,455,886
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $78,020Expenses 2011: $151,718Net Income 2011: -$73,6982011Revenue 2012: $98,940Expenses 2012: $87,715Net Income 2012: $11,2252012Revenue 2013: $79,172Expenses 2013: $92,101Net Income 2013: -$12,9292013Revenue 2014: $108,664Expenses 2014: $72,723Net Income 2014: $35,9412014Revenue 2015: $127,354Expenses 2015: $92,752Net Income 2015: $34,6022015Revenue 2016: $52,949Expenses 2016: $75,820Net Income 2016: -$22,8712016Revenue 2017: $95,134Expenses 2017: $84,241Net Income 2017: $10,8932017Revenue 2018: $68,163Expenses 2018: $83,097Net Income 2018: -$14,9342018Revenue 2019: $121,583Expenses 2019: $91,686Net Income 2019: $29,8972019Revenue 2020: $30,325Expenses 2020: $85,889Net Income 2020: -$55,5642020Revenue 2021: $246,158Expenses 2021: $92,092Net Income 2021: $154,0662021Revenue 2022: $26,353Expenses 2022: $95,046Net Income 2022: -$68,6932022Revenue 2023: $53,266Expenses 2023: $84,219Net Income 2023: -$30,9532023Revenue 2024: $149,260Expenses 2024: $83,990Net Income 2024: $65,2702024

Highlighted filing

2024

Revenue$149,260
Expenses$83,990
Net Income$65,270
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,456,985
Liabilities
$1,098
Net assets
$1,455,886
Revenue
$149,260
Expenses
$83,990
Net income
$65,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.08$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.25$0.09$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.13$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.08$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$0.08$0.15$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 31, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas E DobsonTrustee-$0--
Mary Lynne DobsonTrustee-$0--
Hugh Carlton DobsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Grace W Dobson Family Foundation
EIN
74-2935744
In Care Of
% THOMAS E DOBSON
Phone
3618441137
Address
200 Concord Plaza Drive Ste 240, San Antonio, TX 78216

Signing Officer

Name
Thomas E Dobson
Title
Manager
Phone
2104766000
Signed
2025-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
8200 W Interstate 10 Suite 900, San Antonio, TX 78230-3806
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix305 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas E Dobson
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 CONCORD PLAZA DR STE 240
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Antonio
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS E DOBSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum03618441137
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED GRANT AND SCHOLARSHIP APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Thomas E Dobson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03618441137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0200 CONCORD PLAZA STE 240
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0San Antonio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078216
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED GRANT AND SCHOLARSHIP APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0GRANT APPLICATION - NON. SCHOLARSHIP APPLICATION - MARCH 1.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt069527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Coastal Bend Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 N Upper Broadway Suite 1950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Corpus Christi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078401
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069527
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt07714
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069527
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077241
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072268
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069527
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03970
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03970
TaxesSchedule/TaxesDetail/Amt0283
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON INVESTMENT INC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0283
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas E Dobson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02104766000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Grace W Dobson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0742935744
ReturnHeader/Filer/InCareOfNm0% THOMAS E DOBSON
ReturnHeader/Filer/PhoneNum03618441137
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Concord Plaza Drive Ste 240
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08200 W Interstate 10 Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782303806
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02025-08-12T14:09:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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