Civic Intelligence

Worrall Foundation

990PF • Fiscal year 2013 • EIN 75-2886782

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Organization Profile
6342 La Vista Drive75214

(214) 827-0590

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

62nd percentile

6.4%

Faster asset growth than 62% of similar nonprofits.

2013 filings • <$500k 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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$111,948

Up $6,705 (+6.4%) from 2012

Net Assets

Up

$107,948

Up $2,705 (+2.6%) from 2012

Liabilities

Up

$4,000

Up $4,000 from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin68th percentile

Revenue

$21,880

No earlier filing loaded for comparison.

Expenses

Up

$19,121

Up $6,640 (+53%) from 2012

Net Income

$2,759

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2010: $108,891Liabilities 2010: $0Net Assets 2010: $108,8912010Assets 2011: $105,823Liabilities 2011: $0Net Assets 2011: $105,8232011Assets 2012: $105,243Liabilities 2012: $0Net Assets 2012: $105,2432012Assets 2013: $111,948Liabilities 2013: $4,000Net Assets 2013: $107,9482013Assets 2014: $111,432Liabilities 2014: $0Net Assets 2014: $111,4322014Assets 2015: $116,514Liabilities 2015: $0Net Assets 2015: $116,5142015Assets 2016: $117,304Liabilities 2016: $0Net Assets 2016: $117,3042016Assets 2017: $115,737Liabilities 2017: $0Net Assets 2017: $115,7372017Assets 2018: $121,181Liabilities 2018: $0Net Assets 2018: $121,1812018Assets 2019: $110,642Liabilities 2019: $12019Assets 2020: $126,310Liabilities 2020: $0Net Assets 2020: $126,3102020Assets 2021: $129,287Liabilities 2021: $0Net Assets 2021: $129,2872021Assets 2022: $127,118Liabilities 2022: $0Net Assets 2022: $127,1182022Assets 2023: $120,023Liabilities 2023: $0Net Assets 2023: $120,0232023Assets 2024: $127,313Liabilities 2024: $0Net Assets 2024: $127,3132024

Highlighted filing

2013

Assets$111,948
Liabilities$4,000
Net Assets$107,948
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2010: $14,8962010Expenses 2011: $14,4852011Expenses 2012: $12,4812012Revenue 2013: $21,880Expenses 2013: $19,121Net Income 2013: $2,7592013Revenue 2014: $20,834Expenses 2014: $17,350Net Income 2014: $3,4842014Revenue 2015: $26,438Expenses 2015: $21,360Net Income 2015: $5,0782015Revenue 2016: $18,363Expenses 2016: $17,180Net Income 2016: $1,1832016Revenue 2017: $14,917Expenses 2017: $16,698Net Income 2017: -$1,7812017Revenue 2018: $26,000Expenses 2018: $20,555Net Income 2018: $5,4452018Revenue 2019: $7,446Expenses 2019: $17,985Net Income 2019: -$10,5392019Revenue 2020: $31,661Expenses 2020: $16,293Net Income 2020: $15,3682020Revenue 2021: $27,062Expenses 2021: $24,085Net Income 2021: $2,9772021Revenue 2022: $15,629Expenses 2022: $17,796Net Income 2022: -$2,1672022Revenue 2023: $15,789Expenses 2023: $22,885Net Income 2023: -$7,0962023Revenue 2024: $28,493Expenses 2024: $21,103Net Income 2024: $7,3902024

Highlighted filing

2013

Revenue$21,880
Expenses$19,121
Net Income$2,759
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD WORRALL IIIPres./Director-$0--
JAN M WORRALLTreas./Director-$0--
NORMA J WORRALLSedc./Director-$0--
GERALD WORRALL IIDirector-$0--
Filing and Contact Details

Filer

EIN
75-2886782
Phone
2148270590

Signing Officer

Name
Jan M Worrall
Title
Manager
Phone
2148270590
Signed
2014-04-23
Discuss with paid preparer
Yes

Preparer

Preparer
C W Russell CPA
Phone
9036297880
Raw XML Appendix310 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0C. W. Russell Tax
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Morgan Stanley Account 108873 Attached PDF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Morgan Stanley Account 108960 Attached PDF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD WORRALL III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAN M WORRALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NORMA J WORRALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GERALD WORRALL II
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treas./Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sedc./Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir.
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode075200
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014496
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04606
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014496
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014496
IRS990PF/UndistributedIncomeGrp/Taxable2Amt07239
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030898
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08103
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07239
OtherDecreasesSchedule/OtherDecreasesDetail/Amount054
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Lesser Broker Stock Basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MSSmith Barney Brokerage
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02371
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1ADR Fees
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN M WORRALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148270590
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10Worrall Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WORR
ReturnHeader/Filer/EIN0752886782
ReturnHeader/Filer/PhoneNum02148270590
ReturnHeader/Filer/USAddress/AddressLine106342 La Vista Drive
ReturnHeader/Filer/USAddress/City0Dallas
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CW Russell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104695 N FM 2869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Winnsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075494
ReturnHeader/PreparerPersonGrp/PhoneNum09036297880
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C W RUSSELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-26T08:02:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,948
Liabilities
$4,000
Net assets
$107,948
Revenue
$21,880
Expenses
$19,121
Net income
$2,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.28$0.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.16$0.23$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.27$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.32$0.16$0.15
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.26$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.18$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.26$0.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.21$0.17$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.04$1.08$0.22$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.15