Civic Intelligence

Worrall Foundation

990PF • Fiscal year 2014 • EIN 75-2886782

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 17, 2015

Organization Profile
6342 La Vista DriveDallas, TX 75214

(214) 827-0590

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

-4.8%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$111,432

Down $516 (-0.5%) from 2013

Net Assets

Up

$111,432

Up $3,484 (+3.2%) from 2013

Liabilities

Down

$0

Down $4,000 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin73rd percentile

Revenue

Down

$20,834

Down $1,046 (-4.8%) from 2013

Expenses

Down

$17,350

Down $1,771 (-9.3%) from 2013

Net Income

Up

$3,484

Up $725 (+26%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2014

Assets$111,432
Liabilities$0
Net Assets$111,432
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

2014

Revenue$20,834
Expenses$17,350
Net Income$3,484
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 17, 2015
Return Version
2014v5.0
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

Filer Name
Worrall Foundation
EIN
75-2886782
Phone
2148270590
Address
6342 La Vista Drive, Dallas, TX 75214

Signing Officer

Name
Jan M Worrall
Title
Manager
Phone
2148270590
Signed
2015-04-17
Discuss with paid preparer
Yes

Preparer

Firm
CW Russell CPA
Address
4695 N FM 2869, Winnsboro, TX 75494
Preparer
C W Russell CPA
Phone
9036297880
Raw XML Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD WORRALL III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NORMA J WORRALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GERALD WORRALL II
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0134163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0121767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.388827
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012472
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012472
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012472
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAN WORRALL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06342 La Vista Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dallas
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075214
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02148270590
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached PDF-Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075200
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012472
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/AppliedToCurrentYearAmt08852
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04606
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04606
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040816
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04484
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012472
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03620
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045422
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02753
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02753
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MSSmith Barney Brokerage
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02753
TaxesSchedule/TaxesDetail/CategoryTxt0ADR Fees
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN M WORRALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148270590
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Worrall Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WORR
ReturnHeader/Filer/EIN0752886782
ReturnHeader/Filer/PhoneNum02148270590
ReturnHeader/Filer/USAddress/AddressLine1Txt06342 La Vista Drive
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CW Russell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04695 N FM 2869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winnsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075494
ReturnHeader/PreparerPersonGrp/PhoneNum09036297880
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C W RUSSELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-01T03:49:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,432
Liabilities
$0
Net assets
$111,432
Revenue
$20,834
Expenses
$17,350
Net income
$3,484
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