Civic Intelligence

Marshall Formby Foundation Co Centennial Bank

990PF • Fiscal year 2022 • EIN 75-2156614

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 13, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.3%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,150,375

Down $3,310 (-0.3%) from 2021

Net Assets

Down

$1,150,375

Down $3,310 (-0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin34th percentile

Revenue

Up

$65,188

Up $6,609 (+11%) from 2021

Expenses

Up

$66,881

Up $59,463 (+802%) from 2021

Net Income

Down

-$1,693

Down $52,854 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$1,150,375
Liabilities$0
Net Assets$1,150,375
Open 2022 Filing

Operations Trend

Revenue Growth61st 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

2022

Revenue$65,188
Expenses$66,881
Net Income-$1,693
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
1145 JUNCTION HWY, KERRVILLE, TX 78028

Signing Officer

Name
Penny Van Shoubrouek
Title
Trustee
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Moseley & Riddle
Address
621 West 7th Street, Plainview, TX 79072
Preparer
Rita Moseley
Phone
8062933681
Raw XML Appendix292 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MOSELEY & RIDDLE INC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01700
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0152528
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0152528
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt041245
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020180
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043584
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt063764
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt065188
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1693
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt021604
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02324
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02324
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058307
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt020180
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt065188
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.75 ANNALY CAPITAL MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1693
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01151992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01153685
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01150375
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0810
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0810
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0810
IRS990PF/DistributableAmountGrp/TotalTaxAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01153685
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0184120
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0180845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0817037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0817002
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0152528
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0152528
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0152528
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01153685
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRENT HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANNY GLENN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFREY TUNNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01602 - 13TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13301 OLTON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2114 COPPER ROCK COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LUBBOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PLAINVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VICTORIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd079401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd179072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277904
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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/AddressLine1Txt01145 JUNCTION HWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KERRVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HAPPY STATE BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08302581758
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRISON MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAPITAL PROJECTS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HOSPITAL EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Y M C A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HALE CO HOSPITAL AUTHORITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TEXAS TECH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 BROADWAY
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PLAINVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LUBBOCK
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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/TotalGrantOrContriPdDurYrAmt060000
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/ExcessDistributionCyovYr2Amt064000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0199812
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07812
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0210315
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0150315
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01424
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01424
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03757
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY VAN SHOUBROUEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
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/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/ReturnTs02023-10-13T06:59:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PENNY VAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOUBROUEK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,150,375
Liabilities
$0
Net assets
$1,150,375
Revenue
$65,188
Expenses
$66,881
Net income
-$1,693
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