Civic Intelligence

R D & Joan Dale Hubbard Foundation

990PF • Fiscal year 2019 • EIN 75-2266308

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 2498Ruidoso, NM 88355

(575) 258-5919

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.11x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

3rd percentile

-152%

Higher net margin than 3% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$65,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$29,268,832

Down $4,052,962 (-12%) from 2015

Net Assets

$29,140,257

No earlier filing loaded for comparison.

Liabilities

Up

$128,575

Up $9,281 (+7.8%) from 2015

Revenue

Up

$1,147,943

Up $423,808 (+59%) from 2015

Expenses

Up

$2,897,376

Up $332,701 (+13%) from 2015

Net Income

Up

-$1,749,433

Up $91,107 (+5.0%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $30,474,059Liabilities 2011: $119,3602011Assets 2012: $30,608,050Liabilities 2012: $120,1512012Assets 2013: $28,966,277Liabilities 2013: $119,2942013Assets 2015: $33,321,794Liabilities 2015: $119,2942015Assets 2019: $29,268,832Liabilities 2019: $128,575Net Assets 2019: $29,140,2572019Assets 2020: $28,393,135Liabilities 2020: $217,375Net Assets 2020: $28,175,7602020Assets 2021: $27,765,082Liabilities 2021: $380,651Net Assets 2021: $27,384,4312021Assets 2022: $26,531,186Liabilities 2022: $352,278Net Assets 2022: $26,178,9082022Assets 2023: $14,008,374Liabilities 2023: $1,103,390Net Assets 2023: $12,904,9842023Assets 2024: $12,508,441Liabilities 2024: $297,083Net Assets 2024: $12,211,3582024

Highlighted filing

2019

Assets$29,268,832
Liabilities$128,575
Net Assets$29,140,257

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2011: $1,136,246Expenses 2011: $1,753,756Net Income 2011: -$617,5102011Revenue 2012: $1,634,800Expenses 2012: $1,658,628Net Income 2012: -$23,8282012Revenue 2013: $1,449,671Expenses 2013: $3,046,971Net Income 2013: -$1,597,3002013Revenue 2015: $724,135Expenses 2015: $2,564,675Net Income 2015: -$1,840,5402015Revenue 2019: $1,147,943Expenses 2019: $2,897,376Net Income 2019: -$1,749,4332019Revenue 2020: $1,663,746Expenses 2020: $3,203,963Net Income 2020: -$1,540,2172020Revenue 2021: $1,992,413Expenses 2021: $1,972,089Net Income 2021: $20,3242021Revenue 2022: $787,262Expenses 2022: $1,992,785Net Income 2022: -$1,205,5232022Revenue 2023: $738,510Expenses 2023: $14,015,673Net Income 2023: -$13,277,1632023Revenue 2024: $623,330Expenses 2024: $1,012,146Net Income 2024: -$388,8162024

Highlighted filing

2019

Revenue$1,147,943
Expenses$2,897,376
Net Income-$1,749,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT DONALDSONExecutive DirectorFT$65,000-$65,000
RD HUBBARDDir/President-$0--
JOAN DALE HUBBARDDir/Vice Pres-$0--
EDWARD A BURGERDir/Sec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Rd & Joan Dale Hubbard Foundation
EIN
75-2266308
Phone
5752585919
Address
PO BOX 2498, RUIDOSO, NM 88355

Signing Officer

Name
Rd Hubbard
Title
Treasurer
Phone
5752585919
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02240050
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt066188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0690807
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0691564
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1749433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08205516
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0304079
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0921967
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt022802
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt056472
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0215587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0341645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0152300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0152300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028008
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt032331
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt032331
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035383
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02452038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0225219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02897376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01147186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01147943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0211988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0225219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0657326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01286832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16554051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1251340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-6181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-54373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4112382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1251340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-6181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-54373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4112382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01287743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16805391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2112382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PASSTHROUGH FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PASSTHROUGH FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0304079
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1749433
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0359643
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029499900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031249333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029140257
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01579619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01579619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01579619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01588839
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09220
IRS990PF/DistributableAmountGrp/TotalTaxAmt09220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt024030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt024030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033250
IRS990PF/FMVAssetsEOYAmt036004258
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0-2500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt017200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt017200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt017200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023219207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021789643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt028452767
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0567564
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02452256
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0127427
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0139804
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01947570
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01884692
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01884692
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt015687
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012377
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012377
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt031249333
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt029140257
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01664541
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01736654
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01736654
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02847634
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02470177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02542479
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0126075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01552194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01358089
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01358089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031246833

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