Civic Intelligence

The Dedman Foundation

990 • Fiscal year 2017 • EIN 75-2604170

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

36th percentile

0.14x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

2.55x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

19th percentile

-5.0%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.3%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$44,310,120

Up $3,397,081 (+8.3%) from 2016

Net Assets

Up

$38,295,058

Up $5,064,040 (+15%) from 2016

Liabilities

Down

$6,015,062

Down $1,666,959 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Up

$2,356,456

Up $1,171,213 (+99%) from 2016

Expenses

Down

$2,475,132

Down $309,683 (-11%) from 2016

Net Income

Up

-$118,676

Up $1,480,896 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$44,310,120
Liabilities$6,015,062
Net Assets$38,295,058
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$2,356,456
Expenses$2,475,132
Net Income-$118,676
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$10,104,943
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$29,166,741$30,872,547▲ $1,705,806
Investments Other Securities$9,920,018$11,150,459▲ $1,230,441
Cash and Non-Interest-Bearing Accounts$1,816,019$2,262,081▲ $446,062
Prepaid Expenses and Deferred Charges$10,261$25,033▲ $14,772
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$40,913,039$44,310,120▲ $3,397,081
Other Assets Total-$0-
Liabilities
Grants Payable$7,682,021$6,015,062▼ $1,666,959
Total Liabilities$7,682,021$6,015,062▼ $1,666,959
Net Assets / Fund Balance
Unrestricted Net Assets$15,030,111$19,329,092▲ $4,298,981
Permanently Rstr Net Assets$17,757,680$18,738,532▲ $980,852
Temporarily Rstr Net Assets$443,227$227,434▼ $215,793
Total Net Assets Fund Balance$33,231,018$38,295,058▲ $5,064,040
Total Liabilities and Net Assets / Fund Balance$40,913,039$44,310,120▲ $3,397,081
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
$2,356,456
Other Revenue
$0
Change in Net Assets
$-118,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,330,447
Revenue Not Reported on Financial Statements
$26,009
Revenue Not Reported on Form 990
$3,521,621
Other Revenue Adjustments
$26,009
Total Revenue per Audited Statements
$5,852,068
Total Revenue per Form 990
$2,356,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,108,500
Other Expenses$366,632
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,108,500--$2,108,500
Fees for Service Investment Mgmnt Fees-$78,509-$78,509
Fees for Services Legal-$52,028-$52,028
Fees for Services Accounting-$20,000-$20,000
Insurance-$4,531-$4,531
Other Expenses-$3,417-$3,417
Office Expenses-$578-$578
Total Functional Expenses$2,108,500$366,632$0$2,475,132

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,475,132
Expenses Not Reported on Financial Statements$2,016,729
Other Expense Adjustments$2,016,729
Total Expenses per Audited Statements$788,028
Expenses per Audited Statements$458,403
Expenses Not Reported on Form 990$329,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX-Educational$1,500,000
University of Texas at AustinAustin, TX-Educational$502,000
Communities Foundation of TexasDallas, TX-Social and Educational$105,000
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

“The books and records are maintained by foundation personnel and the tax return is prepared by the foundation's certified public accountant.”

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

“AVAILABLE UPON REQUEST.”

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
2018-11-15
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 Changes In Net Assets Or Fund Balances - Other Decreases

“Accretion in pv of grants payable = -$333042”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Book to tax difference from dividend income = $12169”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Book/tax difference - grants payable = $2000000”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Flow through book to tax difference from partnership = -$21449”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Flow through investment exp = $3417”

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 $4560 flow through difference from partnership $21449”

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

“Accretion of grants payable $333042 flow through investment expense $-3417”

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

“Grants Payable $2000000 FOREIGN TAX $16729”

Raw XML AppendixShowing 400 of 577 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE WORK OF CERTAIN "PUBLIC CHARITIES" AND UNIVERSITIES THROUGHOUT THE UNITED STATES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAM NGUYEN
IRS990/BooksInCareOfDetail/PhoneNum02144614888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05956 SHERRY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075225
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01816019
IRS990/CashNonInterestBearingGrp/EOYAmt02262081
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02108500
IRS990/CYInvestmentIncomeAmt02356456
IRS990/CYOtherExpensesAmt0366632
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-118676
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02475132
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02356456
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GRANT TO SOUTHERN METHODIST UNIVERSITY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01500000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020000
IRS990/FeesForServicesAccountingGrp/TotalAmt020000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt052028
IRS990/FeesForServicesLegalGrp/TotalAmt052028
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt078509
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt078509
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RACHAEL R DEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY M DEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT H DEDMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY L HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm4WARD HUEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm5CARY M MAGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm6DR R GERALD TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm7DR DANIEL K PODOLSKY MD
IRS990/Form990PartVIISectionAGrp/PersonNm8GREGORY L FENVES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP/SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRES & TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0497240
IRS990/GainOrLossGrp/SecuritiesAmt01028925
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01500000
IRS990/GrantsPayableGrp/BOYAmt07682021
IRS990/GrantsPayableGrp/EOYAmt06015062
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02108500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02108500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0497240
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08777412
IRS990/GrossReceiptsAmt010104943
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04531
IRS990/InsuranceGrp/TotalAmt04531
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0830291
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0830291
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09920018
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011150459
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029166741
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030872547
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07748487
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE WORK OF CERTAIN "PUBLIC CHARITIES" AND UNIVERSITIES THROUGHOUT THE UNITED STATES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt033231018
IRS990/NetAssetsOrFundBalancesEOYAmt038295058
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01526165
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01526165
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03521621
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0578
IRS990/OfficeExpensesGrp/TotalAmt0578
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt01661095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3FLOW THROUGH INVESTMENT EXP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0135404
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt155481
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216684
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33417
IRS990/OtherExpensesGrp/TotalAmt0135404
IRS990/OtherExpensesGrp/TotalAmt155481
IRS990/OtherExpensesGrp/TotalAmt216684
IRS990/OtherExpensesGrp/TotalAmt33417
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt017757680
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt018738532
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010261
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025033
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANT TO THE UNIVERSITY OF TEXAS AT AUSTIN
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0502000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0502000
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANT TO COMMUNITIES FOUNDATION OF TEXAS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0105000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0105000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02401500
IRS990/PYInvestmentIncomeAmt01185243
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0383315
IRS990/PYRevenuesLessExpensesAmt0-1599572
IRS990/PYTotalExpensesAmt02784815
IRS990/PYTotalRevenueAmt01185243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-118676
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0830291
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0713334
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0830291
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0713334
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0366632
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0383315
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0463659
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0330019
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0330019
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01426568
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01426568
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0280516
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01426568
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01426568
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01426568
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02475132
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02475132
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt02176978
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02784815
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0818731
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt04652110
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02475132
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt02176978
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03603546
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0366632
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01426568
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt02108500
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02475132
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt042636137
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt040759083
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01726592
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01716555
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt040909545
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt039042528
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt042636137
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt040759083
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01492265
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01426568
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt042636137
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt040759083
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01492265
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01426568
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750964565
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1750945939
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2750800689
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3746000203

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,310,120
Liabilities
$6,015,062
Net assets
$38,295,058
Revenue
$2,356,456
Expenses
$2,475,132
Net income
-$118,676
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
2017Detailed filing. Detailed filing data is available for this year.$44.3$6.02$38.3$2.36$2.48$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2017 filings • 501(c)3 • $25M-$50M nonprofits