Civic Intelligence

Frances E Maddox Foundation

990 • Fiscal year 2013 • EIN 75-2859064

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

320 S Polk StRoom/Suite 100079101

(806) 324-0324

Siviq Scores

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

Liabilities / Assets

90th percentile

0.93x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

99th percentile

35.97x

Higher debt load relative to revenue than 99% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$6,497

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

32nd percentile

-0.6%

Faster asset growth than 32% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$13,735,060

Down $86,191 (-0.6%) from 2012

Net Assets

Up

$996,321

Up $258,490 (+35%) from 2012

Liabilities

Down

$12,738,739

Down $344,681 (-2.6%) from 2012

Revenue

$354,150

No earlier filing loaded for comparison.

Expenses

Down

$95,660

Down $16,546 (-15%) from 2012

Net Income

$258,490

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.

$15M$10M$5.0M$0-$5.0MAssets 2010: $13,140,792Liabilities 2010: $12,805,790Net Assets 2010: $335,0022010Assets 2011: $13,812,880Liabilities 2011: $13,230,824Net Assets 2011: $582,0562011Assets 2012: $13,821,251Liabilities 2012: $13,083,420Net Assets 2012: $737,8312012Assets 2013: $13,735,060Liabilities 2013: $12,738,739Net Assets 2013: $996,3212013Assets 2014: $13,748,347Liabilities 2014: $12,720,305Net Assets 2014: $1,028,0422014Assets 2015: $13,824,850Liabilities 2015: $14,214,710Net Assets 2015: -$389,8602015Assets 2016: $5,385,560Liabilities 2016: $0Net Assets 2016: $5,385,5602016Assets 2017: $5,518,518Liabilities 2017: $0Net Assets 2017: $5,518,5182017Assets 2018: $5,509,388Liabilities 2018: $0Net Assets 2018: $5,509,3882018Assets 2019: $5,583,305Liabilities 2019: $0Net Assets 2019: $5,583,3052019Assets 2020: $5,521,574Liabilities 2020: $0Net Assets 2020: $5,521,5742020Assets 2021: $5,776,130Liabilities 2021: $0Net Assets 2021: $5,776,1302021Assets 2022: $5,379,768Liabilities 2022: $0Net Assets 2022: $5,379,7682022Assets 2023: $5,313,824Liabilities 2023: $0Net Assets 2023: $5,313,8242023Assets 2024: $5,228,262Liabilities 2024: $3,474Net Assets 2024: $5,224,7882024

Highlighted filing

2013

Assets$13,735,060
Liabilities$12,738,739
Net Assets$996,321

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $71,4702010Expenses 2011: $76,8222011Expenses 2012: $112,2062012Revenue 2013: $354,150Expenses 2013: $95,660Net Income 2013: $258,4902013Revenue 2014: $128,807Expenses 2014: $97,086Net Income 2014: $31,7212014Revenue 2015: -$1,290,973Expenses 2015: $126,929Net Income 2015: -$1,417,9022015Revenue 2016: $6,369,449Expenses 2016: $594,029Net Income 2016: $5,775,4202016Revenue 2017: $272,249Expenses 2017: $139,291Net Income 2017: $132,9582017Revenue 2018: $268,190Expenses 2018: $277,320Net Income 2018: -$9,1302018Revenue 2019: $431,978Expenses 2019: $358,061Net Income 2019: $73,9172019Revenue 2020: $305,159Expenses 2020: $366,890Net Income 2020: -$61,7312020Revenue 2021: $625,945Expenses 2021: $371,389Net Income 2021: $254,5562021Revenue 2022: $6,976Expenses 2022: $403,338Net Income 2022: -$396,3622022Revenue 2023: $276,675Expenses 2023: $342,619Net Income 2023: -$65,9442023Revenue 2024: $253,773Expenses 2024: $342,809Net Income 2024: -$89,0362024

Highlighted filing

2013

Revenue$354,150
Expenses$95,660
Net Income$258,490
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$3,490,883
Mission and Program Overview

Mission

Organized exclusively for charitable, religious and educational purposes, including facilitation of low income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,613,666$11,395,601▼ $218,065
Investments in Publicly Traded Securities$1,430,925$1,572,764▲ $141,839
Cash and Non-Interest-Bearing Accounts$342,446$363,382▲ $20,936
Savings and Temporary Cash Investments$60,308$62,539▲ $2,231
Intangible Assets$85,597$53,498▼ $32,099
Prepaid Expenses and Deferred Charges$37,143$36,062▼ $1,081
Accounts Receivable$25,166$17,540▼ $7,626
Total Assets$13,821,251$13,735,060▼ $86,191
Other Assets Total$226,000$233,674▲ $7,674
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,580,813$10,446,259▼ $134,554
Other Liabilities$2,436,983$2,236,101▼ $200,882
Accounts Payable and Accrued Expenses$59,120$48,578▼ $10,542
Deferred Revenue$6,504$7,801▲ $1,297
Total Liabilities$13,083,420$12,738,739▼ $344,681
Net Assets / Fund Balance
Unrestricted Net Assets$737,831$996,321▲ $258,490
Total Net Assets Fund Balance$737,831$996,321▲ $258,490
Total Liabilities and Net Assets / Fund Balance$13,821,251$13,735,060▼ $86,191

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,915,940$5,028,772-
Land$780,000--
Equipment$699,661--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Tamme AureliPresident$6,497$6,497

Board Members and Trustees

NameTitle
Candy WilburDirector
Everett RobertsDirector
Janie WilliamsDirector
Nicholas RobyDirector
Linda CunyusSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$165,000
Program Service Revenue
$46,427
Investment Income
$58,075
Other Revenue
$84,648
All Other Contributions
$165,000
Change in Net Assets
$258,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$23,852
Salaries, Compensation, and Employee Benefits$6,808
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Fees for Service Investment Mgmnt Fees-$16,234-$16,234
Current Officers, Directors, Trustees, and Key Employees-$6,497-$6,497
Fees for Services Legal-$5,149-$5,149
Fees for Services Accounting-$1,980-$1,980
Travel-$517-$517
Payroll Taxes-$311-$311
Other Expenses-$-1,334-$-1,334
Total Functional Expenses$65,000$30,660$0$95,660
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-1820887-3Support$6,500
73-0636561-3Support$6,500
75-0818147-3Support$6,500
90-0063224-3Support$6,500
20-0296282-3Support$6,500
75-2232697-3Support$6,500
73-1305668-3Support$6,500
75-3007093-3Support$6,500
91-2157950-3Support$6,500
87-0745940-3Support$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Manager Advance Payable$1,200,000
Accrued Interest$446,233
Operating Advance Payable$341,299
Management Fees Payable$178,000
Security Deposits$70,569
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 was reviewed by the president of the foundation, the secretary of the board of directors, and the foundation's lawyer.

Form 990, Page 6, Part VI, Line 19

All governing documents and financial statements are made available to the public upon request in our office.

Filing and Contact Details

Filer

EIN
75-2859064
Phone
8063240324

Signing Officer

Name
Tamme Aureli
Title
President
Phone
8063240324
Signed
2014-11-13

Organization Details

Principal Officer
Tamme Aureli
Formed
2005
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
1

Preparer

Preparer
Terry a Sheldon
Phone
8063717661
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IRS990ScheduleA/TotalSupportAmt02304836
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt09915940
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05028772
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt014944712
IRS990ScheduleD/EquipmentGrp/BookValueAmt0699661
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0699661
IRS990ScheduleD/LandGrp/BookValueAmt0780000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0780000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1446233
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3178000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt470569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MANAGER ADVANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING ADVANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MANAGEMENT FEES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011395601
IRS990ScheduleD/TotalLiabilityAmt02236101
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06500
IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt26500
IRS990ScheduleI/RecipientTable/CashGrantAmt36500
IRS990ScheduleI/RecipientTable/CashGrantAmt46500
IRS990ScheduleI/RecipientTable/CashGrantAmt56500
IRS990ScheduleI/RecipientTable/CashGrantAmt66500
IRS990ScheduleI/RecipientTable/CashGrantAmt76500
IRS990ScheduleI/RecipientTable/CashGrantAmt86500
IRS990ScheduleI/RecipientTable/CashGrantAmt96500
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HABITAT FOR HUMANITY AMARILLO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CATHOLIC CHARITIES OF THE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12CATHOLIC CHARITIES OF THE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13CITY CHURCH OUTREACH MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14DOWNTOWN WOMEN'S CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15MARTHA'S HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16CENTRAL OKLAHOMA HABITAT FOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17EVELINE'S SUNSHINE COTTAGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18SHARING HOPE MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19NOVO MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine20ARCHDIOCESE OF OKLAHOMA CITY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine21TEXAS PANHANDLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine22HUMANITY
IRS990ScheduleI/RecipientTable/RecipientEIN0751820887
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IRS990ScheduleI/RecipientTable/RecipientEIN8912157950
IRS990ScheduleI/RecipientTable/RecipientEIN9870745940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102700 NORTH WILSON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111501 N CLASSER BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12200 SOUTH TYLER STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13205 SOUTH POLK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14409 SOUTH MONROE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine151204 SW 18TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine165005 I 35 SERVICE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17PO BOX 50974
IRS990ScheduleI/RecipientTable/USAddress/AddressLine18PO BOX 7160
IRS990ScheduleI/RecipientTable/USAddress/AddressLine19PO BOX 672
IRS990ScheduleI/RecipientTable/USAddress/City0AMARILLO
IRS990ScheduleI/RecipientTable/USAddress/City1OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/City2AMARILLO
IRS990ScheduleI/RecipientTable/USAddress/City3AMARILLO
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IRS990ScheduleI/RecipientTable/USAddress/City6OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/City7AMARILLO
IRS990ScheduleI/RecipientTable/USAddress/City8AMARILLO
IRS990ScheduleI/RecipientTable/USAddress/City9OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/State0TX
IRS990ScheduleI/RecipientTable/USAddress/State1OK
IRS990ScheduleI/RecipientTable/USAddress/State2TX
IRS990ScheduleI/RecipientTable/USAddress/State3TX
IRS990ScheduleI/RecipientTable/USAddress/State4TX
IRS990ScheduleI/RecipientTable/USAddress/State5TX
IRS990ScheduleI/RecipientTable/USAddress/State6OK
IRS990ScheduleI/RecipientTable/USAddress/State7TX
IRS990ScheduleI/RecipientTable/USAddress/State8TX
IRS990ScheduleI/RecipientTable/USAddress/State9OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode079103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode173106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode279101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode379101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode479101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode579102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode673129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode779159
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WAS REVIEWED BY THE PRESIDENT OF THE FOUNDATION, THE SECRETARY OF THE BOARD OF DIRECTORS, AND THE FOUNDATION'S LAWYER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN OUR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine10CD VALLEY OAK LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine20S
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0200467785
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt011633648
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt02254634
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine10320 S POLK SUITE 1000
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/City0AMARILLO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/State0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCode079101

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.22$0.25$0.34$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.28$0.34$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.01$0.40$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.63$0.37$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.31$0.37$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.43$0.36$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.27$0.28$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.27$0.14$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$6.37$0.59$5.78
2015Detailed filing. Detailed filing data is available for this year.$13.8$14.2$0.39$1.29$0.13$1.42
2014Detailed filing. Detailed filing data is available for this year.$13.7$12.7$1.03$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$13.7$12.7$1.00$0.35$0.10$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.1$0.74$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.2$0.58$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$12.8$0.34$0.07