Civic Intelligence

David M Crowley Foundation

990 • Fiscal year 2015 • EIN 75-2350254

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

8750 N Central Expressway 1720Dallas, TX 75231

(214) 265-0555

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.33x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

91st percentile

41%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

11th percentile

$200,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Down

$122,488,046

Down $4,383,803 (-3.5%) from 2014

Net Assets

Down

$119,655,842

Down $4,224,693 (-3.4%) from 2014

Liabilities

Down

$2,832,204

Down $159,110 (-5.3%) from 2014

Revenue

Up

$8,700,583

Up $1,458,758 (+20%) from 2014

Expenses

Up

$5,137,328

Up $740,953 (+17%) from 2014

Net Income

Up

$3,563,255

Up $717,805 (+25%) from 2014

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $108,299,941Liabilities 2011: $3,452,402Net Assets 2011: $104,847,5392011Assets 2012: $113,005,922Liabilities 2012: $2,670,318Net Assets 2012: $110,335,6042012Assets 2013: $120,976,901Liabilities 2013: $2,607,354Net Assets 2013: $118,369,5472013Assets 2014: $126,871,849Liabilities 2014: $2,991,314Net Assets 2014: $123,880,5352014Assets 2015: $122,488,046Liabilities 2015: $2,832,204Net Assets 2015: $119,655,8422015Assets 2016: $124,334,111Liabilities 2016: $2,938,184Net Assets 2016: $121,395,9272016Assets 2017: $132,601,515Liabilities 2017: $3,105,146Net Assets 2017: $129,496,3692017Assets 2018: $125,635,781Liabilities 2018: $3,500,301Net Assets 2018: $122,135,4802018Assets 2019: $142,891,403Liabilities 2019: $5,319,513Net Assets 2019: $137,571,8902019Assets 2020: $146,981,768Liabilities 2020: $4,060,268Net Assets 2020: $142,921,5002020Assets 2021: $161,428,863Liabilities 2021: $5,366,355Net Assets 2021: $156,062,5082021Assets 2022: $138,838,529Liabilities 2022: $3,746,576Net Assets 2022: $135,091,9532022Assets 2023: $146,337,641Liabilities 2023: $5,692,129Net Assets 2023: $140,645,5122023Assets 2024: $149,313,595Liabilities 2024: $7,047,015Net Assets 2024: $142,266,5802024

Highlighted filing

2015

Assets$122,488,046
Liabilities$2,832,204
Net Assets$119,655,842

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,039,640Expenses 2011: $5,086,770Net Income 2011: $952,8702011Revenue 2012: $4,721,122Expenses 2012: $3,917,176Net Income 2012: $803,9462012Revenue 2013: $6,277,208Expenses 2013: $4,900,404Net Income 2013: $1,376,8042013Revenue 2014: $7,241,825Expenses 2014: $4,396,375Net Income 2014: $2,845,4502014Revenue 2015: $8,700,583Expenses 2015: $5,137,328Net Income 2015: $3,563,2552015Revenue 2016: $7,318,327Expenses 2016: $4,346,773Net Income 2016: $2,971,5542016Revenue 2017: $6,115,504Expenses 2017: $5,393,977Net Income 2017: $721,5272017Revenue 2018: $6,928,684Expenses 2018: $5,113,267Net Income 2018: $1,815,4172018Revenue 2019: $6,004,507Expenses 2019: $6,759,885Net Income 2019: -$755,3782019Revenue 2020: $6,150,317Expenses 2020: $4,615,998Net Income 2020: $1,534,3192020Revenue 2021: $16,560,741Expenses 2021: $6,245,672Net Income 2021: $10,315,0692021Revenue 2022: $3,521,921Expenses 2022: $4,877,755Net Income 2022: -$1,355,8342022Revenue 2023: $6,178,049Expenses 2023: $7,564,732Net Income 2023: -$1,386,6832023Revenue 2024: $4,544,056Expenses 2024: $7,658,987Net Income 2024: -$3,114,9312024

Highlighted filing

2015

Revenue$8,700,583
Expenses$5,137,328
Net Income$3,563,255
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$8,700,583
Mission and Program Overview

Mission

The organization is operated exclusively for the benefit of charitable and educational organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$118,082,527$110,117,044▼ $7,965,483
Savings and Temporary Cash Investments$5,983,463$8,149,687▲ $2,166,224
Investments Other Securities$2,663,559$4,097,248▲ $1,433,689
Land, Buildings, and Equipment, Net$130,266$102,303▼ $27,963
Accounts Receivable$0$9,769▲ $9,769
Prepaid Expenses and Deferred Charges$7,766$7,727▼ $39
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$126,871,849$122,488,046▼ $4,383,803
Other Assets Total$4,268$4,268→ $0
Liabilities
Grants Payable$2,951,290$2,800,000▼ $151,290
Other Liabilities$40,024$32,204▼ $7,820
Accounts Payable and Accrued Expenses$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,991,314$2,832,204▼ $159,110
Net Assets / Fund Balance
Unrestricted Net Assets$123,880,535$119,655,842▼ $4,224,693
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$123,880,535$119,655,842▼ $4,224,693
Total Liabilities and Net Assets / Fund Balance$126,871,849$122,488,046▼ $4,383,803

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,080$117,263$152,343
Leasehold Improvements$67,223$67,223$134,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandra L HallmarkPresidentFT$200,000$200,000
Mary TaborBoard Member/Director-$16,000$16,000
Nancy M HornsbyBoard Member/Director-$12,000$12,000
Scott HendrixBoard Member/Director-$12,000$12,000
Mike CaineTreasurer-$8,000$8,000
Revenue and Support

Revenue Composition

Contributions and Grants
$8,000
Program Service Revenue
$0
Investment Income
$8,692,447
Other Revenue
$136
All Other Contributions
$8,000
Change in Net Assets
$3,563,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,692,583
Revenue Not Reported on Financial Statements
$8,000
Revenue Not Reported on Form 990
$-7,779,950
Other Revenue Adjustments
$8,000
Total Revenue per Audited Statements
$912,633
Total Revenue per Form 990
$8,700,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,652,952
Other Expenses$1,054,731
Salaries, Compensation, and Employee Benefits$429,645
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,652,952--$3,652,952
Fees for Service Investment Mgmnt Fees-$744,326$0$744,326
Current Officers, Directors, Trustees, and Key Employees$87,236$160,764$0$248,000
Other Salaries and Wages$111,500$31,500$0$143,000
Depreciation Depletion-$122,935$0$122,935
Fees for Services Accounting-$63,128$0$63,128
Occupancy-$58,310$0$58,310
Payroll Taxes$10,676$10,676$0$21,352
Other Employee Benefits-$17,293$0$17,293
Office Expenses-$16,242$0$16,242
Insurance-$11,589$0$11,589
Fees for Services Other-$2,182-$2,182
Fees for Services Legal-$1,387$0$1,387
Other Expenses-$685$0$685
Total Functional Expenses$3,862,364$1,274,964$0$5,137,328

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,137,328
Total Expenses per Audited Statements$5,137,328
Total Expenses per Form 990$5,137,328
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Agape ClinicDallas, TX501 (c) (3)Dental Program$900,000
Ut Southwestern Medical CenterDallas, TX501 (c) (3)Research$600,000
North Texas Food BankDallas, TX501 (c) (3)Hunger Relief$225,000
Catholic Charities of Dallas IncDallas, TX501 (c) (3)General Fund$212,500
Ursuline Academy of Dallas Foundation IncDallas, TX501 (c) (3)Scholarships Endowmt$150,200
AT&T Performing Arts CenterDallas, TX501 (c) (3)Christmas Show$125,000
Austin Street ShelterDallas, TX501 (c) (3)General Fund$100,000
Visiting Nurse Association of TexasDallas, TX501 (c) (3)Meals on Wheel$100,000
Attitudes & AttireDallas, TX501 (c) (3)Women attending Workshops$75,000
Bishop Dunne Catholic School IncDallas, TX501 (c) (3)Scholarhip Fund$75,000
Bishop Lynch High SchoolDallas, TX501 (c) (3)Scholarhip Fund$75,000
Our Friend's PlaceDallas, TX501 (c) (3)CLT Program$75,000
Jesuit College Preparatory School of Dallas FdtDallas, TX501 (c) (3)Mission Program$60,000
Cristo Rey Dallas High School IncDallas, TX501 (c) (3)scholarships$52,320
Children's Medical CenterDallas, TX501 (c) (3)Allergy Center$50,000
GENESIS WOMEN'S SHELTER & SUPPORTDallas, TX501 (c) (3)General Fund$50,000
LiftDallas, TX501 (c) (3)Adult Literacy Prgm$50,000
Notre Dame SchoolDallas, TX501 (c) (3)Education$50,000
Our Lady of Perpetual HelpDallas, TX501 (c) (3)scholarship$50,000
The BridgeDallas, TX501 (c) (3)General Fund$50,000
Child Protective Services Community Partners IncDallas, TX501 (c) (3)Rainbow Room$30,000
Commumity Partners of DallasDallas, TX501 (c) (3)Rainbow Room$30,000
Perot Museum of Nature AND ScienceDallas, TX501 (c) (3)General Fund$30,000
Missional Wisdom FoundationSouthlake, TX501 (c) (3)New Day Program$27,500
Dallas Arboretum & BotanicalDallas, TX501 (c) (3)Science Action Prgm$25,000
Dallas Theatre CenterDallas, TX501 (c) (3)Project Discovery$25,000
Family Place INCDallas, TX501 (c) (3)General Fund$25,000
Momentous InstituteDallas, TX501 (c) (3)Support Implementation Social and Emotional Learning Strategy$25,000
Open Door Multilingual Preschool IncDallas, TX501 (c) (3)Scholarship Fund$25,000
Advocates for Community TransformationDallas, TX501 (c) (3)Legal Program$20,000
Barbara Bush FoundationTakkahase, FL501 (c) (3)General Fund$20,000
Barbara Bush FpundationTallahasee, FL501 (c) (3)General Fund$20,000
Big ThoughtDallas, TX501 (c) (3)Thriving Minds Progm$20,000
Bryans House FoundationDallas, TX501 (c) (3)Childcare Program$20,000
Cistercian Preparatory SchoolIrving, TX501 (c) (3)Scholarships$20,000
City SquareDallas, TX501 (c) (3)Human Services-non-shelter$20,000
Dallas Area Habitat for Humanity IncDallas, TX501 (c) (3)Home owner edu prgm$20,000
Union Gospel MissionDallas, TX501 (c) (3)Assist the homeless in helping them reenter into the job community$19,990
Artist OutreachDallas, TX501 (c) (3)Streamliners program$15,000
Cornerstone Crossroads Academy IncDallas, TX501 (c) (3)General Fund$15,000
Southwestern Diabetic Association IncWhitesboro, TX501 (c) (3)Financial Assistance$15,000
StewpotDallas, TX501 (c) (3)Human Services - Non Shelter$15,000
Alleys HouseDallas, TX501 (c) (3)General Fund$10,000
Assistance League Greater Collin CountyDallas, TX501 (c) (3)Operation School Bell$10,000
Captain Hopes KidsDallas, TX501 (c) (3)General Fund$10,000
Greater Dallas Youth OrchestraDallas, TX501 (c) (3)Art & Humanties$10,000
Healing Hands MinistryDallas, TX501 (c) (3)Medical/Dental Care$10,000
Project TransformationDallas, TX501 (c) (3)Afterschool enrichmt$10,000
Senior Citizens of Greater Dallas IncDallas, TX501 (c) (3)General Fund$10,000
Suicide & Crisis CenterDallas, TX501 (c) (3)Human Services - Non Shelter$10,000
The WellDallas, TX501 (c) (3)Human Services - Non Shelter$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$20,979
Accrued Liabilities$11,225
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
David M Crowley Foundation
EIN
75-2350254
In Care Of
% SANDRA L HALLMARK
Phone
2142650555
Address
8750 N CENTRAL EXPRESSWAY 1720, DALLAS, TX 75231

Signing Officer

Name
Sandra L Hallmark
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra L Hallmark
Formed
1990
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
0
Employees
3
Volunteers
0

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Supplemental Narrative

Additional Explanations

Form 990 Review Process

Form 990, part vi, line 11: a draft copy of the form 990 was approved by the executive committee and the final copy was ultimately executed by the president.

Conflict of Interest Policy

Form 990, part vi, line 12c: to ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted by the executive committee.

Compensation Review Process

Form 990, part vi, line 15a & 15b: officer compensation is determined and voted by the independent members of the board. The board members comprising the officers of the organization abstain from voting. Comparability data voted by the board was provided by an independent consultant. The above actions of the board are memorialized in the minutes.

Public Disclosure of Documents

Form 990, part vi, line 19: the foundation makes these documents available to the public: 1. Governing documents 2. Financial statements 3. Conflict of interest policy these documents are made available by contacting the foundation office.

Responsibility for Oversight of the Audit

Form 990, part xii, line 2c: the members of the board assume responsibility for oversight of the audit of its financial statements and selection of an independent accountant.

Form 990- Part XI- Ln9

Mike caine -personal contribution report on return but not on book

Financial Statement Notes

Fin 48 (asc 740)

FORM 990, SCHEDULE D, PART X, LINE 2: The Foundation is a not-for-profit organization exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Accordingly, no provision for federal income taxes has been made. The Federal Accounting Standards Board (FASB) issued authoritative guidance, which clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements. This guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Foundation's financial statements to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Even an income tax provision of zero constitutes a tax position as defined by the FASB. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding this authoritative guidance will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Foundation is no longer subject to tax examinations for years prior to 2012.

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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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IRS990/Form990PartVIISectionAGrp/PersonNm4Mike Caine
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member/Director
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0225000
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED ORGANIZATION: CATHOLIC CHARITIES MISSION: PROVIDING SERVICES TO STRENGTHEN FAMILIES Program OBJECTIVE: CURRENT AND LONG-TERM OBJECTIVE IS TO PROVIDE SERVICES THAT STRENGTHEN FAMILIES, IMMIGRATION SERVICES, OUTREACH, CHILD DAY CARE AND FAMILY ASSISTANCE
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other donations related to various organizations
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: EACH YEAR THE BOARD DECIDED WHICH ORGANIZATIONS IT WILL SUPPORT. THE GOVERNING DOCUMENTS OF THE FOUNDATION GIVE THE BOARD THE AUTHORIZATION TO DESIGNATE THE SUPPORTING ORGANIZATION ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 5A: THE SALVATION ARMY EIN: 75-0800678 WAS REMOVED AND THE AGAPE CLINIC EIN: 14- 1847977 WAS ADDED AS DESIGNATED CHARITIES BY THE FOUNDATION. THE GOVERNING DOCUMENTS OF THE FOUNDATION GIVE THE BOARD THE AUTHORIZATION TO DESIGNATE THE SUPPORTED ORGANIZATIONS ANNUALLY. THE ACTION TO ADD AND DELETE A DESIGNATED CHARITY WAS MADE BY THE BOARD AT AN ANNUAL MEETING HELD TO DESIGNATE THE SUPPORTED ORGANIZATIONS. THE ACTION WAS BASED ON COMMUNITY NEED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2: THE FIVE ORGANIZATIONS THAT CONTROLLED DAVID M CROWLEY FOUDATION AS WELL AS OTHER ORGANIZATIONS THAT RECEIVE GRANTS REQUIRE TO CARRY OUT THE TAX EXEMPT PURPOSES AS STATED IN THE BYLAWS OF THE DAVID M CROWLEY FOUDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0HOW THE SUPPORTED ORGANIZATIONS ARE DESIGNATED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1ADD, SUBSTITUTE, OR REMOVE ANY SUPPORTED ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2THE ORGANIZATION OPERATED BENEFIT OF SUPPORTED ORGNIZATION
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$7.05$142$4.54$7.66$3.11
2023Detailed filing. Detailed filing data is available for this year.$146$5.69$141$6.18$7.56$1.39
2022Detailed filing. Detailed filing data is available for this year.$139$3.75$135$3.52$4.88$1.36
2021Detailed filing. Detailed filing data is available for this year.$161$5.37$156$16.6$6.25$10.3
2020Detailed filing. Detailed filing data is available for this year.$147$4.06$143$6.15$4.62$1.53
2019Detailed filing. Detailed filing data is available for this year.$143$5.32$138$6.00$6.76$0.76
2018Detailed filing. Detailed filing data is available for this year.$126$3.50$122$6.93$5.11$1.82
2017Detailed filing. Detailed filing data is available for this year.$133$3.11$129$6.12$5.39$0.72
2016Detailed filing. Detailed filing data is available for this year.$124$2.94$121$7.32$4.35$2.97
2015Detailed filing. Detailed filing data is available for this year.$122$2.83$120$8.70$5.14$3.56
2014Detailed filing. Detailed filing data is available for this year.$127$2.99$124$7.24$4.40$2.85
2013Summary only. Only limited summary data is available for this year.$121$2.61$118$6.28$4.90$1.38
2012Summary only. Only limited summary data is available for this year.$113$2.67$110$4.72$3.92$0.80
2011Summary only. Only limited summary data is available for this year.$108$3.45$105$6.04$5.09$0.95