Civic Intelligence

Mesquite Preservation Foundation

990EZ • Fiscal year 2014 • EIN 75-2868398

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 16, 2015

1616 N Galloway Ave75149

(972) 216-6468

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.2%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$55,802

Down $380 (-0.7%) from 2013

Net Assets

$55,802

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$8,049

Down $535 (-6.2%) from 2013

Expenses

Up

$8,192

Up $8,192 from 2013

Net Income

Down

-$143

Down $8,727 (-102%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $34,403Liabilities 2010: $02010Assets 2011: $39,953Liabilities 2011: $02011Assets 2012: $49,095Liabilities 2012: $02012Assets 2013: $56,182Liabilities 2013: $02013Assets 2014: $55,802Liabilities 2014: $0Net Assets 2014: $55,8022014Assets 2015: $60,163Liabilities 2015: $02015Assets 2016: $93,657Liabilities 2016: $02016Assets 2017: $97,574Liabilities 2017: $0Net Assets 2017: $97,5742017Assets 2018: $101,650Liabilities 2018: $0Net Assets 2018: $101,6502018Assets 2019: $98,042Liabilities 2019: $0Net Assets 2019: $98,0422019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$55,802
Liabilities$0
Net Assets$55,802

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $6,830Expenses 2010: $638Net Income 2010: $6,1922010Revenue 2011: $6,010Expenses 2011: $460Net Income 2011: $5,5502011Revenue 2012: $9,522Expenses 2012: $380Net Income 2012: $9,1422012Revenue 2013: $8,584Expenses 2013: $0Net Income 2013: $8,5842013Revenue 2014: $8,049Expenses 2014: $8,192Net Income 2014: -$1432014Revenue 2015: $8,657Expenses 2015: $3,805Net Income 2015: $4,8522015Revenue 2016: $32,722Expenses 2016: $0Net Income 2016: $32,7222016Revenue 2017: $4,889Expenses 2017: $873Net Income 2017: $4,0162017Revenue 2018: $1,223Expenses 2018: $514Net Income 2018: $7092018Revenue 2019: $2,380Expenses 2019: $1,129Net Income 2019: $1,2512019

Highlighted filing

2014

Revenue$8,049
Expenses$8,192
Net Income-$143
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$8,049
Mission and Program Overview

Mission

Support Organization for HMI

Program Services

DescriptionGrantsExpenses
Historic Mesquite Foundation is a nonprofit organization formed to manage funds donated to historic preservation in the City of Mesquite-$8,192
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlene OrrExecutive Director-$0--
Rhonda AppenzellerDirector-$0--
Kelly J BairdDirector-$0--
Kathy BrewerDirector-$0--
Joyce HicksDirector-$0--
Janice HoustonDirector-$0--
Bill PorterDirector-$0--
Lynn RockwoodDirector-$0--
Elaine WhitlockDirector-$0--
Carol ZolnerowichDirector-$0--
Filing and Contact Details

Filer

EIN
75-2868398

Signing Officer

Name
Charlene Orr
Title
Exec Director
Phone
9722166468
Signed
2015-02-16
Discuss with paid preparer
Yes

Preparer

Preparer
Melanie Thomas
Phone
9726817295
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Manage Funds of HMI Grantee Historic Mesquite Inc Street 1616 N Galloway Ave City, State, Zip Mesquite, TX 75149Relationship Supported Organization Amount 8,192

Other changes in net assets or fund balances Part I line 20

Description AmountUnrealized Loss on Investments (237)

Description of other assets Part II line 24

Category Beginning of Year End of YearHartford Inflation Fd 18,503 18,266

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Charlene Orr
IRS990EZ/BooksInCareOfDetail/PhoneNum09722166468
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101616 N Galloway Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City0Mesquite
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode075149
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037679
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037536
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07950
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-143
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055802
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08192
IRS990EZ/GrossReceiptsAmt08049
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt099
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlene Orr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rhonda Appenzeller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly J Baird
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joyce Hicks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Janice Houston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Porter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lynn Rockwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Elaine Whitlock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Carol Zolnerowich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018503
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018266
IRS990EZ/OtherChangesInNetAssetsAmt0-237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Organization for HMI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Historic Mesquite Foundation is a nonprofit organization formed to manage funds donated to historic preservation in the City of Mesquite
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08192
IRS990EZ/TotalProgramServiceExpensesAmt08192
IRS990EZ/TotalRevenueAmt08049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752630009
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08192
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Historic Mesquite
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Manage Funds of HMI Grantee Historic Mesquite Inc Street 1616 N Galloway Ave City, State, Zip Mesquite, TX 75149Relationship Supported Organization Amount 8,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUnrealized Loss on Investments (237)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearHartford Inflation Fd 18,503 18,266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlene Orr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09722166468
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10Historic Mesquite Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0752868398
ReturnHeader/Filer/USAddress/AddressLine101616 N Galloway Ave
ReturnHeader/Filer/USAddress/City0Mesquite
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075149
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721577017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Thomas and Thomas CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104019 N Galloway Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Mesquite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075150
ReturnHeader/PreparerPersonGrp/PhoneNum09726817295
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melanie Thomas
ReturnHeader/ReturnTs02015-02-19T10:46:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits