Civic Intelligence

H Ward Lay Jr Foundation

990PF • Fiscal year 2019 • EIN 75-2717838

Jan 01, 2019 to Dec 31, 2019 • Filed on May 18, 2020

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-51%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$35,117

Down $8,930 (-20%) from 2018

Net Assets

Down

$35,117

Down $8,930 (-20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Up

$17,545

Up $6,536 (+59%) from 2018

Expenses

Up

$26,475

Up $6,677 (+34%) from 2018

Net Income

Down

-$8,930

Down $141 (-1.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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: $0Net 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

2019

Assets$35,117
Liabilities$0
Net Assets$35,117
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$17,545
Expenses$26,475
Net Income-$8,930
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 18, 2020
Return Version
2019v5.1
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
2020-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Company
Address
4300 MACARTHUR AVE STE 200, DALLAS, TX 75209
Preparer
Michael L Carter
Phone
2148800380
Raw XML Appendix339 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAL DONSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAIBORNE R QUERBES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATE G SNIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FREDERICK W BOWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28235 DOUGLAS STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38235 DOUGLAS STE 300
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATE SNIDER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08235 DOUGLAS STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02143937303
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JOHN HOPKINS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAKE-A-WISH FOUNDATION - NORTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 N WOLFE STREET WILMER 112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16655 DESEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175039
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt04409
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt038220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016438
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020591
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0141994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0121403
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK W BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143937303
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
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/AtSubmissionFilingDeviceId0B2AD797603E380B3DA6BB7E841C674C048279E3C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.184.126.234
ReturnHeader/FilingSecurityInformation/IPDt02020-05-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:56:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752126048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 MACARTHUR AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075209
ReturnHeader/PreparerPersonGrp/PhoneNum02148800380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L CARTER
ReturnHeader/ReturnTs02020-05-20T09:57:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,117
Liabilities
$0
Net assets
$35,117
Revenue
$17,545
Expenses
$26,475
Net income
-$8,930
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