Civic Intelligence

Marshall Formby Foundation Co Centennial Bank

990PF • Fiscal year 2020 • EIN 75-2156614

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

Organization Profile
1145 Junction HwyKerrville, TX 78028

(806) 293-3681

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

4.3%

Higher net margin than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$1,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,101,143

Down $3,262 (-0.3%) from 2019

Net Assets

Down

$1,101,143

Down $3,262 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin49th percentile

Revenue

Up

$72,730

Up $13,987 (+24%) from 2019

Expenses

Down

$69,639

Down $8,340 (-11%) from 2019

Net Income

Up

$3,091

Up $22,327 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2020

Assets$1,101,143
Liabilities$0
Net Assets$1,101,143
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$72,730
Expenses$69,639
Net Income$3,091
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANDERSONTrustee-$1,000-$1,000
GRADDY TUNNELLTrustee-$1,000-$1,000
HAPPY STATE BANKFoundation ManaPT$0--
Filing and Contact Details

Filer

Filer Name
Marshall Formby Foundation
EIN
75-2156614
Address
1145 JUNCTION HWY, KERRVILLE, TX 78028

Signing Officer

Name
Penny Van Shoubrouek
Title
Trustee
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Moseley & Riddle
Address
621 West 7th Street, Plainview, TX 79072
Preparer
Rita Moseley
Phone
8062933681
Raw XML Appendix289 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0152528
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GRADDY TUNNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HAPPY STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Foundation Mana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0BOX 970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1BOX 970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21145 JUNCTION HWY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PLAINVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PLAINVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KERRVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08302581758
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS. THE FOUNDATION DISTRIBUTES ITS NET INVESTMENT INCOME FOR RELIGIOUS AND EDUCATIONAL PURPOSES. THE FOUNDATION DOES NOT PARTICIPATE IN ANY FUND RAISING ACTIVITIES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Y M C A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TEXAS TECH FOUNDATION FOR AGRI SCIE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 WEST 8TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1313 ENNIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2700 W 7TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31600 UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLAINVIEW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LUBBOCK
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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/ZIPCd279072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd379043
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064000
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/ExcessDistributionCyovYr1Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158417
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08102
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0169016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105016
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06353
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN FMV OF EQUITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02039
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY VAN SHOUBROUEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL FORMBY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO HAPPY STATE BANK
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0752156614
ReturnHeader/Filer/USAddress/AddressLine1Txt01145 JUNCTION HWY
ReturnHeader/Filer/USAddress/CityNm0KERRVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078028
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/ReturnTs02021-10-13T12:30:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PENNY VAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOUBROUEK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,101,143
Liabilities
$0
Net assets
$1,101,143
Revenue
$72,730
Expenses
$69,639
Net income
$3,091
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