Civic Intelligence

The Metcalf Foundation

990PF • Fiscal year 2011 • EIN 75-2727773

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

5212 Briar Tree75248
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

35th percentile

-3.0%

Faster asset growth than 35% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$645,928

Down $19,811 (-3.0%) from 2010

Net Assets

Down

$645,928

Down $19,811 (-3.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$34,089

Up $2,176 (+6.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $665,739Liabilities 2010: $0Net Assets 2010: $665,7392010Assets 2011: $645,928Liabilities 2011: $0Net Assets 2011: $645,9282011Assets 2012: $631,048Liabilities 2012: $0Net Assets 2012: $631,0482012Assets 2013: $621,973Liabilities 2013: $0Net Assets 2013: $621,9732013Assets 2014: $591,693Liabilities 2014: $0Net Assets 2014: $591,6932014Assets 2015: $562,374Liabilities 2015: $12015Assets 2016: $553,458Liabilities 2016: $0Net Assets 2016: $553,4582016Assets 2017: $568,451Liabilities 2017: $0Net Assets 2017: $568,4512017Assets 2018: $573,281Liabilities 2018: $7,000Net Assets 2018: $566,2812018Assets 2019: $560,982Liabilities 2019: $80Net Assets 2019: $560,9022019Assets 2020: $544,446Liabilities 2020: $3,112Net Assets 2020: $541,3342020Assets 2021: $555,900Liabilities 2021: $110Net Assets 2021: $555,7902021Assets 2022: $638,367Liabilities 2022: $94Net Assets 2022: $638,2732022Assets 2023: $612,584Liabilities 2023: $82023Assets 2024: $606,376Liabilities 2024: $0Net Assets 2024: $606,3762024

Highlighted filing

2011

Assets$645,928
Liabilities$0
Net Assets$645,928

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $31,9132010Expenses 2011: $34,0892011Expenses 2012: $36,3202012Revenue 2013: $28,015Expenses 2013: $37,090Net Income 2013: -$9,0752013Revenue 2014: $18,484Expenses 2014: $39,153Net Income 2014: -$20,6692014Revenue 2015: $10,723Expenses 2015: $40,042Net Income 2015: -$29,3192015Revenue 2016: $31,434Expenses 2016: $40,350Net Income 2016: -$8,9162016Revenue 2017: $31,581Expenses 2017: $40,185Net Income 2017: -$8,6042017Revenue 2018: $39,000Expenses 2018: $41,170Net Income 2018: -$2,1702018Revenue 2019: $34,161Expenses 2019: $39,540Net Income 2019: -$5,3792019Revenue 2020: $20,260Expenses 2020: $39,828Net Income 2020: -$19,5682020Revenue 2021: $54,895Expenses 2021: $40,439Net Income 2021: $14,4562021Revenue 2022: $125,214Expenses 2022: $42,731Net Income 2022: $82,4832022Revenue 2023: $16,775Expenses 2023: $42,472Net Income 2023: -$25,6972023Revenue 2024: $36,613Expenses 2024: $42,813Net Income 2024: -$6,2002024

Highlighted filing

2011

Revenue-
Expenses$34,089
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE METCALF DE LOS SANTOSTrustee-$0--
KIMBERLY METCALF KRIBSTrustee-$0--
KRISTIN METCALF CRANETrustee-$0--
NORMA JEAN METCALFPresident-$0--
RICHARD I METCALFSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILD ADVOCATES INCBENEVOLENTPUBLIC CHARITYHOUSTON, TX, US$16,000
Paid GrantST TIMOTHY ACADEMYBENEVOLENTPUBLIC CHARITYPLANO, TX, US$4,580
Paid GrantST LUKE'S UNITED METHODIST CHURCHBENEVOLENTPUBLIC CHARITYHOUSTON, TX, US$3,500
Paid GrantTHE COVENANT KNIGHTS SCHOOLBENEVOLENTPUBLIC CHARITYDALLAS, TX, US$3,000
Paid GrantST THOMAS EPISCOPAL SCHOOLBENEVOLENTPUBLIC CHARITYHOUSTON, TX, US$2,500
Paid GrantLUPUS FOUNDATION OF AMERICABENEVOLENTPUBLIC CHARITYDALLAS, TX, US$1,500
Filing and Contact Details

Filer

EIN
75-2727773
Raw XML AppendixShowing 400 of 699 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02,770.89 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13,603.604 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23,499.563 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset352.204 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4420.587 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51,137.654 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6141.1 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71,492.537 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8115.97 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset978.612 SHS GAMCO WESTWOOD EQUITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1010,314.457 SHS PIMCO TOTAL RETURN INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112,589.563 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset122,896.452 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1316.534 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset142,826.855 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1528.944 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1630.654 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1722.938 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1862.654 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19590.362 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2034.894 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2132.762 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2239.578 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2398.864 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset244.575 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2555.627 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2635.422 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2727.849 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2828.139 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2928.777 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3042.805 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3129.564 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3225.387 SHS ROYCE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331,287.129 SHS WHG SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset342,319.109 SHS WHG LARGE CAP VALUE INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3511,638.734 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset360.372 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3711.83 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3810.752 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3910.598 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4011.417 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4111.482 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4210.849 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4310.19 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4410.881 SHS VANGUARD SHORT-TERM FED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-5348
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss74105
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss987
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-33
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss453853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-5348
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-5946
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-6929
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-559
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-988
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.37$0.43$0.06
2023Summary only. Only limited summary data is available for this year.$6.13$0.00$0.17$0.42$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$1.25$0.43$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.55$0.40$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.03$5.41$0.20$0.40$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34$0.40$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.07$5.66$0.39$0.41$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.32$0.40$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.31$0.40$0.09
2015Summary only. Only limited summary data is available for this year.$5.62$0.00$0.11$0.40$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.18$0.39$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.28$0.37$0.09
2012Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.36
2011Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.34
2010Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.32