Civic Intelligence

The Dedman Foundation

990 • Fiscal year 2016 • EIN 75-2604170

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
5956 Sherry LaneDallas, TX 75225

(214) 461-4888

Siviq Scores

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

Liabilities / Assets

41st percentile

0.19x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

6.48x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

2nd percentile

-135%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

29th percentile

-1.9%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$40,913,039

Down $777,334 (-1.9%) from 2015

Net Assets

Up

$33,231,018

Up $1,005,980 (+3.1%) from 2015

Liabilities

Down

$7,682,021

Down $1,783,314 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin2nd percentile

Revenue

Down

$1,185,243

Down $688,110 (-37%) from 2015

Expenses

Up

$2,784,815

Up $93,330 (+3.5%) from 2015

Net Income

Down

-$1,599,572

Down $781,440 (-96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60M$40M$20M$0Assets 2010: $48,415,540Liabilities 2010: $10,096,127Net Assets 2010: $38,319,4132010Assets 2011: $42,640,722Liabilities 2011: $6,041,444Net Assets 2011: $36,599,2782011Assets 2012: $43,699,260Liabilities 2012: $14,383,475Net Assets 2012: $29,315,7852012Assets 2013: $46,112,163Liabilities 2013: $12,801,672Net Assets 2013: $33,310,4912013Assets 2014: $45,363,185Liabilities 2014: $11,170,261Net Assets 2014: $34,192,9242014Assets 2015: $41,690,373Liabilities 2015: $9,465,335Net Assets 2015: $32,225,0382015Assets 2016: $40,913,039Liabilities 2016: $7,682,021Net Assets 2016: $33,231,0182016Assets 2017: $44,310,120Liabilities 2017: $6,015,062Net Assets 2017: $38,295,0582017Assets 2018: $39,961,654Liabilities 2018: $4,483,346Net Assets 2018: $35,478,3082018Assets 2019: $42,440,469Liabilities 2019: $2,582,305Net Assets 2019: $39,858,1642019Assets 2020: $45,543,800Liabilities 2020: $1,579,544Net Assets 2020: $43,964,2562020Assets 2021: $49,017,615Liabilities 2021: $1,050,665Net Assets 2021: $47,966,9502021Assets 2022: $41,427,609Liabilities 2022: $6,495,423Net Assets 2022: $34,932,1862022Assets 2023: $44,478,082Liabilities 2023: $5,901,392Net Assets 2023: $38,576,6902023Assets 2024: $46,086,487Liabilities 2024: $5,526,561Net Assets 2024: $40,559,9262024

Highlighted filing

2016

Assets$40,913,039
Liabilities$7,682,021
Net Assets$33,231,018
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $461,036Expenses 2010: $5,367,835Net Income 2010: -$4,906,7992010Revenue 2011: $967,495Expenses 2011: $5,317,912Net Income 2011: -$4,350,4172011Revenue 2012: $1,092,153Expenses 2012: $2,575,839Net Income 2012: -$1,483,6862012Revenue 2013: $1,774,941Expenses 2013: $2,676,032Net Income 2013: -$901,0912013Revenue 2014: $2,225,430Expenses 2014: $2,836,415Net Income 2014: -$610,9852014Revenue 2015: $1,873,353Expenses 2015: $2,691,485Net Income 2015: -$818,1322015Revenue 2016: $1,185,243Expenses 2016: $2,784,815Net Income 2016: -$1,599,5722016Revenue 2017: $2,356,456Expenses 2017: $2,475,132Net Income 2017: -$118,6762017Revenue 2018: $3,455,713Expenses 2018: $2,584,506Net Income 2018: $871,2072018Revenue 2019: $1,382,756Expenses 2019: $751,510Net Income 2019: $631,2462019Revenue 2020: $1,307,229Expenses 2020: $498,796Net Income 2020: $808,4332020Revenue 2021: $3,210,640Expenses 2021: $1,493,925Net Income 2021: $1,716,7152021Revenue 2022: $1,354,630Expenses 2022: $7,299,887Net Income 2022: -$5,945,2572022Revenue 2023: $1,183,711Expenses 2023: $534,764Net Income 2023: $648,9472023Revenue 2024: $1,113,142Expenses 2024: $2,049,549Net Income 2024: -$936,4072024

Highlighted filing

2016

Revenue$1,185,243
Expenses$2,784,815
Net Income-$1,599,572
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$7,128,877
Mission and Program Overview

Mission

The organization's primary exempt purpose is to support the work of certain "public charities" and universities throughout the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,017,180$29,166,741▲ $149,561
Investments Other Securities$10,769,585$9,920,018▼ $849,567
Cash and Non-Interest-Bearing Accounts$1,892,641$1,816,019▼ $76,622
Prepaid Expenses and Deferred Charges$10,967$10,261▼ $706
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$41,690,373$40,913,039▼ $777,334
Other Assets Total-$0-
Liabilities
Grants Payable$9,465,335$7,682,021▼ $1,783,314
Total Liabilities$9,465,335$7,682,021▼ $1,783,314
Net Assets / Fund Balance
Permanently Rstr Net Assets$17,578,898$17,757,680▲ $178,782
Unrestricted Net Assets$13,926,086$15,030,111▲ $1,104,025
Temporarily Rstr Net Assets$720,054$443,227▼ $276,827
Total Net Assets Fund Balance$32,225,038$33,231,018▲ $1,005,980
Total Liabilities and Net Assets / Fund Balance$41,690,373$40,913,039▼ $777,334
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Cary M MaguireDirector
Dr Daniel K Podolsky MdDirector
Dr R Gerald TurnerDirector
Gregory L FenvesDirector
Ray L HuntDirector
Ward Huey JrDirector
Nancy M DedmanVP/Director
Robert H Dedman JrPres & Treas
Rachael R DedmanVP/sec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,185,243
Other Revenue
$0
Change in Net Assets
$-1,599,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,107,700
Revenue Not Reported on Financial Statements
$77,543
Revenue Not Reported on Form 990
$896,480
Other Revenue Adjustments
$77,543
Total Revenue per Audited Statements
$2,004,180
Total Revenue per Form 990
$1,185,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,401,500
Other Expenses$383,315
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,401,500--$2,401,500
Fees for Services Legal-$59,166-$59,166
Fees for Service Investment Mgmnt Fees-$43,399-$43,399
Fees for Services Accounting-$19,700-$19,700
Insurance-$4,531-$4,531
Other Expenses-$3,300-$3,300
Office Expenses-$1,135-$1,135
Total Functional Expenses$2,401,500$383,315$0$2,784,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,784,815
Expenses Not Reported on Financial Statements$2,200,000
Other Expense Adjustments$2,200,000
Total Expenses per Audited Statements$998,200
Expenses per Audited Statements$584,815
Expenses Not Reported on Form 990$413,385
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX-Educational$1,500,000
University of Texas at AustinAustin, TX-Educational$500,000
Ut Southwestern Medical FdnDallas, TX-Est Endow for Scholars in Clinical Care$201,500
Communities Foundation of TexasDallas, TX-Social and Educational$145,000
Dallas Museum of ArtDallas, TX-Educational$55,000
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Nancy dedman is the mother of robert h dedman, jr and patricia dedman nail; mother-in-law to rachael dedmanrobert h dedman, jr is the son of nancy dedman; brother to patricia dedman nail; husband of rachael dedmanrachael dedman is the daughter-in-law of nancy dedman, wife of robert h dedman, jr; sister-in-law of patricia dedman nail”

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“Ms nancy m. Dedman6801 hunters glen dallas, tx 75205mr robert h dedman, jr.5956 sherry lane ste 1800dallas, tx 75225ms rachael r. Dedman 4930 park lanedallas, tx 75220mr ward l. Huey, jr4000 miramar avenuedallas tx 75205mr ray l. Huntexecutive chairmanhunt consolidated, inc1900 n. Akard streetdallas tx 75201mr cary m. Maguirepresident, maguire oil company5950 berkshire ln #1500dallas tx 75225dr r. Gerald turnerpresident, southern methodist university6425 boaz, room 225dallas tx 75275dr daniel k. Podolsky, mdpresident, univ of tx southwestern med center5323 harry hines blvddallas, tx 75390-9002dr gregory l fenvespresident, the university of texas at austin110 inner campus dr, mai400stop g3400austin tx 78712”

Form 990, Part VI, Line 11B: Form 990 Review Process

“SEE SCHEDULE O”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“SEE SCHEDULE O”

Filing and Contact Details

Filer

Filer Name
The Dedman Foundation
EIN
75-2604170
Phone
2144614888
Address
5956 SHERRY LANE, DALLAS, TX 75225

Signing Officer

Name
Robert H Dedman Jr
Title
Pres/treas/chair Bd
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Fred J Bastie & Associates Pc
Address
14901 QUORUM DR STE 850, DALLAS, TX 75254-6714
Preparer
Fred J Bastie
Phone
9724589650
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: grant to southern methodist university other program services 5: grant to the university of texas at austin”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Accretion in pv of grants payable = -$416685”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Book to tax differences for interest & dividends = -$19049”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Book/tax difference - grants payable = $2200000”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Flow through book to tax difference from partnership = -$58494”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Flow through investment exp = $3300”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Book to tax difference - interest & div $19049 flow through difference from partnership $58494”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Accretion of grants payable $416685 flow through investment expense $-3300”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Grants Payable $2200000”

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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/OtherExpensesGrp/ManagementAndGeneralAmt33300
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IRS990/ProgSrvcAccomActy3Grp/Desc0GRANT TO THE UT SW MEDICAL FOUNDATION
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IRS990/PYTotalExpensesAmt02691485
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IRS990/RegularMonitoringEnfrcInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt037775
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0800820
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IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02784815
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02784815
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0818731
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt03603546
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02784815
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0818731
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01426568
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN2750945939
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,913,039
Liabilities
$7,682,021
Net assets
$33,231,018
Revenue
$1,185,243
Expenses
$2,784,815
Net income
-$1,599,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$5.53$40.6$1.11$2.05$0.94
2023Summary only. Only limited summary data is available for this year.$44.5$5.90$38.6$1.18$0.53$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.4$6.50$34.9$1.35$7.30$5.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.0$1.05$48.0$3.21$1.49$1.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.5$1.58$44.0$1.31$0.50$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$2.58$39.9$1.38$0.75$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$4.48$35.5$3.46$2.58$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$6.02$38.3$2.36$2.48$0.12
2016Detailed filing. Detailed filing data is available for this year.$40.9$7.68$33.2$1.19$2.78$1.60
2015Detailed filing. Detailed filing data is available for this year.$41.7$9.47$32.2$1.87$2.69$0.82
2014Detailed filing. Detailed filing data is available for this year.$45.4$11.2$34.2$2.23$2.84$0.61
2013Detailed filing. Detailed filing data is available for this year.$46.1$12.8$33.3$1.77$2.68$0.90
2012Summary only. Only limited summary data is available for this year.$43.7$14.4$29.3$1.09$2.58$1.48
2011Summary only. Only limited summary data is available for this year.$42.6$6.04$36.6$0.97$5.32$4.35
2010Summary only. Only limited summary data is available for this year.$48.4$10.1$38.3$0.46$5.37$4.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $25M-$50M nonprofits