Civic Intelligence

Dian Graves Owen Foundation

990PF • Fiscal year 2023 • EIN 75-2682536

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

400 North Pine Street Suite 1000Abilene, TX 79601

(325) 677-1367

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$508,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

6.5%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$178,788,642

Up $25,167,853 (+16%) from 2022

Net Assets

Up

$178,748,223

Up $25,167,155 (+16%) from 2022

Liabilities

Up

$40,419

Up $698 (+1.8%) from 2022

Revenue

Up

$63,966,248

Up $3,910,507 (+6.5%) from 2022

Expenses

Up

$38,727,975

Up $555,799 (+1.5%) from 2022

Net Income

Up

$25,238,273

Up $3,354,708 (+15%) from 2022

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: $77,555,811Liabilities 2011: $2,4482011Assets 2012: $92,949,061Liabilities 2012: $2,4902012Assets 2013: $95,969,495Liabilities 2013: $2,2242013Assets 2014: $108,578,763Liabilities 2014: $2,4342014Assets 2015: $103,771,170Liabilities 2015: $2,6862015Assets 2019: $112,431,048Liabilities 2019: $2282019Assets 2020: $115,305,103Liabilities 2020: $129,896Net Assets 2020: $115,175,2072020Assets 2021: $132,052,285Liabilities 2021: $83,449Net Assets 2021: $131,968,8362021Assets 2022: $153,620,789Liabilities 2022: $39,721Net Assets 2022: $153,581,0682022Assets 2023: $178,788,642Liabilities 2023: $40,419Net Assets 2023: $178,748,2232023Assets 2024: $194,820,501Liabilities 2024: $82,466Net Assets 2024: $194,738,0352024

Highlighted filing

2023

Assets$178,788,642
Liabilities$40,419
Net Assets$178,748,223

Operations Trend

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $18,619,749Expenses 2011: $5,531,823Net Income 2011: $13,087,9262011Revenue 2012: $23,914,405Expenses 2012: $8,521,197Net Income 2012: $15,393,2082012Revenue 2013: $15,008,996Expenses 2013: $11,988,296Net Income 2013: $3,020,7002013Revenue 2014: $30,085,028Expenses 2014: $19,475,970Net Income 2014: $10,609,0582014Revenue 2015: $11,403,571Expenses 2015: $14,211,416Net Income 2015: -$2,807,8452015Revenue 2019: $33,342,827Expenses 2019: $30,505,345Net Income 2019: $2,837,4822019Revenue 2020: $24,657,869Expenses 2020: $21,913,482Net Income 2020: $2,744,3872020Revenue 2021: $49,150,056Expenses 2021: $32,356,427Net Income 2021: $16,793,6292021Revenue 2022: $60,055,741Expenses 2022: $38,172,176Net Income 2022: $21,883,5652022Revenue 2023: $63,966,248Expenses 2023: $38,727,975Net Income 2023: $25,238,2732023Revenue 2024: $53,037,746Expenses 2024: $37,034,223Net Income 2024: $16,003,5232024

Highlighted filing

2023

Revenue$63,966,248
Expenses$38,727,975
Net Income$25,238,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TUCKER S BRIDWELLPresident, DirectorPT$475,000$33,000$508,000
JANE V BEARDSecretaryFT$260,000$61,000$321,000
DIAN GRAVES OWEN STAIChairman, Treasurer, Director-$0--
DEBORAH O CARSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dian Graves Owen Foundation
EIN
75-2682536
Phone
3256771367
Address
400 NORTH PINE STREET SUITE 1000, ABILENE, TX 79601

Signing Officer

Name
Tucker S Bridwell
Title
President
Phone
3256771367
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
VIEBIG MCCOMMON & ASSOCIATES PC CPA'S
Address
401 WEST ALABAMA, HOUSTON, TX 77006
Preparer
Tim M Mccommon
Phone
7135299949
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116271976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117284862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1181055169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119432614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1201251491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121324111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223446354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALEXANDRIA REAL ESTATE EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN ELECTRIC POWER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE COMPUTER,INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CAMDEN PROPERTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INVITATION HOMES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20KLA-TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AESSF III PRIVATE INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GIF IV PRIVATE INVESTORS OFFSHORE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PEG DIGITAL GROWTH FUND SPECIAL II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AERCAP HOLDINGS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BAKER HUGHES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CATALENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CLARIVATE ANALYTICS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FERGUSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FIRST FINANCIAL BANKSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MAIN STREET CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ARTISAN INTL SM MID FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CAUSEWAY INTERNATIONAL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WCM FOCUSED INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DANONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FAIRFAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LIBERTY GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MAGNA INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POWER CORP CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VODAFONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PAYPAL HOLDINFS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83T MOBILE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84BLACKROCK EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VANGUARD FTSE EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99HERSHEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102LAM RESEACH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104LOWES COMPANIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109NEXTERA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118COMMUNICATE SVS SLCT SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119ENERGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120SPDR FUND CONSUMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121SPDR FUND MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122TECHNOLOGY SELECT SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02819065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19235717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt353611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4638377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51827575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7972706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8212551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt995849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10798596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111211144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12349773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133279378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141721387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153265679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163724768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt174465474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18472904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1917273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20543071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211692193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222799242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23511586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24108444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25810204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2645075

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