Civic Intelligence

Marshall Formby Foundation

EIN 75-2156614 • Victoria, TX

114 Copper Rock CoveVictoria, TX 77904
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% 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

17th percentile

-7.6%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

40th percentile

3.0%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,149,696

Down $94,103 (-7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,149,696

Down $94,103 (-7.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Up

$78,781

Up $2,308 (+3.0%) from 2023

Expenses

Down

$46,929

Down $6,546 (-12%) from 2023

Net Income

Up

$31,852

Up $8,854 (+38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $954,008Liabilities 2011: $02011Assets 2012: $1,271,334Liabilities 2012: $0Net Assets 2012: $1,271,3342012Assets 2013: $1,220,831Liabilities 2013: $0Net Assets 2013: $1,220,8312013Assets 2014: $1,163,415Liabilities 2014: $0Net Assets 2014: $1,163,4152014Assets 2015: $1,179,725Liabilities 2015: $0Net Assets 2015: $1,179,7252015Assets 2016: $1,212,916Liabilities 2016: $60,000Net Assets 2016: $1,152,9162016Assets 2017: $1,115,107Liabilities 2017: $0Net Assets 2017: $1,115,1072017Assets 2018: $1,122,500Liabilities 2018: $0Net Assets 2018: $1,122,5002018Assets 2019: $1,104,405Liabilities 2019: $0Net Assets 2019: $1,104,4052019Assets 2020: $1,101,143Liabilities 2020: $0Net Assets 2020: $1,101,1432020Assets 2021: $1,153,685Liabilities 2021: $0Net Assets 2021: $1,153,6852021Assets 2022: $1,150,375Liabilities 2022: $0Net Assets 2022: $1,150,3752022Assets 2023: $1,243,799Liabilities 2023: $0Net Assets 2023: $1,243,7992023Assets 2024: $1,149,696Liabilities 2024: $0Net Assets 2024: $1,149,6962024

Highlighted filing

2024

Assets$1,149,696
Liabilities$0
Net Assets$1,149,696
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $84,759Expenses 2011: $81,304Net Income 2011: $3,4552011Expenses 2012: $131,9452012Revenue 2013: $54,182Expenses 2013: $91,247Net Income 2013: -$37,0652013Revenue 2014: $34,991Expenses 2014: $97,483Net Income 2014: -$62,4922014Revenue 2015: $105,033Expenses 2015: $87,416Net Income 2015: $17,6172015Revenue 2016: $40,774Expenses 2016: $66,958Net Income 2016: -$26,1842016Revenue 2017: $41,079Expenses 2017: $80,425Net Income 2017: -$39,3462017Revenue 2018: $74,794Expenses 2018: $75,301Net Income 2018: -$5072018Revenue 2019: $58,743Expenses 2019: $77,979Net Income 2019: -$19,2362019Revenue 2020: $72,730Expenses 2020: $69,639Net Income 2020: $3,0912020Revenue 2021: $58,579Expenses 2021: $7,418Net Income 2021: $51,1612021Revenue 2022: $65,188Expenses 2022: $66,881Net Income 2022: -$1,6932022Revenue 2023: $76,473Expenses 2023: $53,475Net Income 2023: $22,9982023Revenue 2024: $78,781Expenses 2024: $46,929Net Income 2024: $31,8522024

Highlighted filing

2024

Revenue$78,781
Expenses$46,929
Net Income$31,852
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,149,696
Liabilities
$0
Net assets
$1,149,696
Revenue
$78,781
Expenses
$46,929
Net income
$31,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.01$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.06$1.15$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.13
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.08$0.08$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT HAMILTONTrustee-$0--
DANNY GLENNTrustee-$0--
JEFFREY TUNNELLTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Marshall Formby Foundation
EIN
75-2156614
Address
114 COPPER ROCK COVE, VICTORIA, TX 77904

Signing Officer

Name
Penny Van Shoubrouek
Title
Trustee
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Moseley & Riddle
Address
621 West 7th Street, Plainview, TX 79072
Preparer
Rita Moseley
Phone
8062933681
Raw XML Appendix278 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/AddressLine1Txt1700 W 7TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21600 UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31001 W 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd179072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd279043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd379072
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0204000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0272000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01673
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0560
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03756
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY VAN SHOUBROUEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL FORMBY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co JEFFREY TUNNELL
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0752156614
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 COPPER ROCK COVE
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752759416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSELEY & RIDDLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0621 West 7th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plainview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079072
ReturnHeader/PreparerPersonGrp/PhoneNum08062933681
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rita Moseley
ReturnHeader/ReturnTs02025-05-13T05:26:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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