Civic Intelligence

Amical Foundation

990PF • Fiscal year 2018 • EIN 75-2736902

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
5604 Shubert CourtDallas, TX 75252

(972) 387-0725

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$2,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$134,532

Down $8,227 (-5.8%) from 2015

Net Assets

$134,532

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Up

$10,458

Up $5,810 (+125%) from 2015

Expenses

Up

$11,752

Up $1,098 (+10%) from 2015

Net Income

Up

-$1,294

Up $4,712 (+78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $155,865Liabilities 2011: $02011Assets 2012: $150,443Liabilities 2012: $02012Assets 2013: $149,081Liabilities 2013: $02013Assets 2014: $148,765Liabilities 2014: $02014Assets 2015: $142,759Liabilities 2015: $02015Assets 2018: $134,532Liabilities 2018: $0Net Assets 2018: $134,5322018Assets 2019: $384,647Liabilities 2019: $0Net Assets 2019: $384,6472019Assets 2020: $376,136Liabilities 2020: $0Net Assets 2020: $376,1362020Assets 2021: $375,004Liabilities 2021: $0Net Assets 2021: $375,0042021Assets 2022: $366,471Liabilities 2022: $0Net Assets 2022: $366,4712022Assets 2023: $350,606Liabilities 2023: $0Net Assets 2023: $350,6062023Assets 2024: $323,014Liabilities 2024: $0Net Assets 2024: $323,0142024

Highlighted filing

2018

Assets$134,532
Liabilities$0
Net Assets$134,532
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $3,354Expenses 2011: $6,125Net Income 2011: -$2,7712011Revenue 2012: $4,327Expenses 2012: $9,749Net Income 2012: -$5,4222012Revenue 2013: $4,119Expenses 2013: $5,481Net Income 2013: -$1,3622013Revenue 2014: $4,041Expenses 2014: $4,357Net Income 2014: -$3162014Revenue 2015: $4,648Expenses 2015: $10,654Net Income 2015: -$6,0062015Revenue 2018: $10,458Expenses 2018: $11,752Net Income 2018: -$1,2942018Revenue 2019: $259,908Expenses 2019: $9,793Net Income 2019: $250,1152019Revenue 2020: $8,661Expenses 2020: $17,172Net Income 2020: -$8,5112020Revenue 2021: $19,195Expenses 2021: $20,327Net Income 2021: -$1,1322021Revenue 2022: $18,314Expenses 2022: $26,847Net Income 2022: -$8,5332022Revenue 2023: $7,330Expenses 2023: $23,195Net Income 2023: -$15,8652023Revenue 2024: -$2,355Expenses 2024: $25,237Net Income 2024: -$27,5922024

Highlighted filing

2018

Revenue$10,458
Expenses$11,752
Net Income-$1,294
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODY LUOMA BENNETTDirectorPT$2,000-$2,000
DONALD J PHILLIPSDirector-$0--
JUDITH LYNN SULLIVANDirector-$0--
DAVID DENISONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Amical Foundation
EIN
75-2736902
Phone
9723870725
Address
5604 SHUBERT COURT, DALLAS, TX 75252

Signing Officer

Name
Judith Lynn Sullivan
Title
President
Phone
9723870725
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bruce a Marquess LLC
Address
3010 LBJ FREEWAY SUITE 550, DALLAS, TX 75234
Preparer
Bruce a Marquess
Phone
9727884884
Raw XML Appendix360 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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/IndividualWithBooksNm0JUDITH SULLIVAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05604 SHUBERT COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075252
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09723870725
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JUDITH LYNN SULLIVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN MICHIGAN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0170 E FRONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049686
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07530
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/AppliedToCurrentYearAmt06919
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0397
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07530
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0611
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01805
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01194
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SALES AND REDEMPTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01331
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01331
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH LYNN SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09723870725
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMIC
ReturnHeader/Filer/EIN0752736902
ReturnHeader/Filer/PhoneNum09723870725
ReturnHeader/Filer/USAddress/AddressLine1Txt05604 SHUBERT COURT
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075252
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0566F99ED41B1259071B431A2FF38FEC3898DBAB7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C82564E7D4D23452C137B69D8375A0022923651
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.213.77.193
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:50:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831810714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUCE A MARQUESS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075234
ReturnHeader/PreparerPersonGrp/PhoneNum09727884884
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A MARQUESS
ReturnHeader/ReturnTs02019-11-11T13:26:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,532
Liabilities
$0
Net assets
$134,532
Revenue
$10,458
Expenses
$11,752
Net income
-$1,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.02$0.25$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.18$0.27$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.19$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.09$0.17$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$2.60$0.10$2.50
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$0.05$0.11$0.06
2014Summary only. Only limited summary data is available for this year.$1.49$0.00$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.04$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.04$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$0.03$0.06$0.03