Civic Intelligence

H Ward Lay Jr Foundation

990PF • Fiscal year 2017 • EIN 75-2717838

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
8235 Douglas Ste 300Dallas, TX 75225

(214) 393-7303

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-650%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$52,836

Down $25,127 (-32%) from 2016

Net Assets

Down

$52,836

Down $25,127 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$3,868

Down $5,943 (-61%) from 2016

Expenses

Down

$28,995

Down $12,676 (-30%) from 2016

Net Income

Up

-$25,127

Up $6,733 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$300K$200K$100K$0Assets 2011: $289,385Liabilities 2011: $02011Assets 2012: $238,847Liabilities 2012: $12012Assets 2013: $170,027Liabilities 2013: $02013Assets 2014: $128,103Liabilities 2014: $12014Assets 2015: $109,759Liabilities 2015: $02015Assets 2016: $77,963Liabilities 2016: $0Net Assets 2016: $77,9632016Assets 2017: $52,836Liabilities 2017: $0Net Assets 2017: $52,8362017Assets 2018: $44,047Liabilities 2018: $0Net Assets 2018: $44,0472018Assets 2019: $35,117Liabilities 2019: $1Net Assets 2019: $35,1172019Assets 2020: $31,027Liabilities 2020: $1Net Assets 2020: $31,0272020Assets 2021: $30,433Liabilities 2021: $1Net Assets 2021: $30,4332021Assets 2022: $15,248Liabilities 2022: $1Net Assets 2022: $15,2482022Assets 2023: $26,435Liabilities 2023: $0Net Assets 2023: $26,4352023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$52,836
Liabilities$0
Net Assets$52,836
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KRevenue 2011: $31,820Expenses 2011: $4,769Net Income 2011: $27,0512011Revenue 2012: $51,026Expenses 2012: $102,578Net Income 2012: -$51,5522012Revenue 2013: $44,045Expenses 2013: $112,864Net Income 2013: -$68,8192013Revenue 2014: $11,570Expenses 2014: $53,495Net Income 2014: -$41,9252014Revenue 2015: $5,411Expenses 2015: $24,799Net Income 2015: -$19,3882015Revenue 2016: $9,811Expenses 2016: $41,671Net Income 2016: -$31,8602016Revenue 2017: $3,868Expenses 2017: $28,995Net Income 2017: -$25,1272017Revenue 2018: $11,009Expenses 2018: $19,798Net Income 2018: -$8,7892018Revenue 2019: $17,545Expenses 2019: $26,475Net Income 2019: -$8,9302019Revenue 2020: $15,885Expenses 2020: $19,975Net Income 2020: -$4,0902020Revenue 2021: $731Expenses 2021: $1,325Net Income 2021: -$5942021Revenue 2022: $790Expenses 2022: $15,975Net Income 2022: -$15,1852022Revenue 2023: $26,662Expenses 2023: $15,475Net Income 2023: $11,1872023Revenue 2024: $166,249Expenses 2024: $192,684Net Income 2024: -$26,4352024

Highlighted filing

2017

Revenue$3,868
Expenses$28,995
Net Income-$25,127
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAL DONSKYDirector-$0--
CLAIBORNE R QUERBESPresident-$0--
KATE G SNIDERSecretary-$0--
FREDERICK W BOWMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
H Ward Lay Jr Foundation
EIN
75-2717838
Phone
2143937303
Address
8235 DOUGLAS STE 300, DALLAS, TX 75225

Signing Officer

Name
Frederick W Bowman
Title
Treasurer
Phone
2143937303
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Company
Address
4305 MACARTHUR AVE, DALLAS, TX 75209
Preparer
Michael L Carter
Phone
2148800380
Raw XML Appendix354 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SALVATION ARMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SMU ATHLETICS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 98
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16655 DESEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21822 YOUNG STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 4987
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 199300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 750315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BANNER ELK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SHREVEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd371134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675275
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06403
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt082027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207803
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt098194
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020597
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0289830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0269233
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0334
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0334
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK W BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143937303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H WARD LAY JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HWAR
ReturnHeader/Filer/EIN0752717838
ReturnHeader/Filer/PhoneNum02143937303
ReturnHeader/Filer/USAddress/AddressLine1Txt08235 DOUGLAS STE 300
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F4EBF2BC15C671F84DF3A890EB6799640178B393
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049447BC807FE73C3794DF04ABA3BA669F08C822E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.214.80.146
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:16:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752126048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04305 MACARTHUR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075209
ReturnHeader/PreparerPersonGrp/PhoneNum02148800380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L CARTER
ReturnHeader/ReturnTs02018-05-07T14:25:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$52,836
Liabilities
$0
Net assets
$52,836
Revenue
$3,868
Expenses
$28,995
Net income
-$25,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.66$1.93$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.27$0.15$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.16$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.16$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.18$0.26$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.11$0.20$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.29$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.10$0.42$0.32
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.05$0.25$0.19
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.12$0.53$0.42
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$0.44$1.13$0.69
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.51$1.03$0.52
2011Summary only. Only limited summary data is available for this year.$2.89$0.00$0.32$0.05$0.27