Civic Intelligence

R D & Joan Dale Hubbard Foundation

990PF • Fiscal year 2020 • EIN 75-2266308

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

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

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.13x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

6th percentile

-93%

Higher net margin than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$69,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

17th percentile

-3.0%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$28,393,135

Down $875,697 (-3.0%) from 2019

Net Assets

Down

$28,175,760

Down $964,497 (-3.3%) from 2019

Liabilities

Up

$217,375

Up $88,800 (+69%) from 2019

Revenue

Up

$1,663,746

Up $515,803 (+45%) from 2019

Expenses

Up

$3,203,963

Up $306,587 (+11%) from 2019

Net Income

Up

-$1,540,217

Up $209,216 (+12%) from 2019

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

2020

Assets$28,393,135
Liabilities$217,375
Net Assets$28,175,760

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

2020

Revenue$1,663,746
Expenses$3,203,963
Net Income-$1,540,217
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT DONALDSONExecutive DirectorFT$69,000-$69,000
JOAN DALE HUBBARDPresident-$0--
EDWARD A BURGERVP/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
Joan Hubbard
Title
Treasurer
Phone
5752585919
Signed
2021-10-18
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/AccountingFeesRevAndExpnssAmt014100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01008760
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02639403
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02639403
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt021450
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt066188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0481657
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0481657
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1540217
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012975395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt016179
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt016179
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01008760
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01384018
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt054534
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt054534
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt051835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0212490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0264325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0116893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0151879
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt066065
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03665
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt079730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02904483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0223292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03203963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01607310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01663746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0265080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0223292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0564560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02903627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19025947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-90686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11010490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-37061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4125992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-90686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11010490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-37061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4125992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02812941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110036437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3125992
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/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01008760
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1540217
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0575720
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028175760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029140257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028175760
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01606770
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01606770
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01606770
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01626008
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019238
IRS990PF/DistributableAmountGrp/TotalTaxAmt019238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034030
IRS990PF/FMVAssetsEOYAmt039123993
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt035526
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt017200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt035526
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt035526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0953281
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0953281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021789643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018851024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt029581882
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0630442
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02452256
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0130737
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0139804
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01884692
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01821814
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01821814
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt012377
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt09067
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt09067
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt029140257

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